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Every month, our team publishes a newsletter that features relevant financial articles, informational videos, timely reminders and an “outside the office” section. We’ve designed these newsletters to have a little something for everyone. Looking for seasonable advice? We’ve got you covered. Wanting to get to know a little more about us? Here’s a glimpse.  

You can find a library of our most recent newsletters below.

Thursday, December 18, 2025

Our New Website, Team Accomplishments & 2026 Market & Policy Outlook!

Tuesday, July 29, 2025

Baird Cedar Rapids Kernels Game, Beyond the Blazer with Sam, New Team Members & Summer Interns!

Wednesday, May 7, 2025

The Five Pillars of Retirement Planning with Josh, Mike and Ross' take on the recent bout of market volatility, and more!

Thursday, February 20, 2025

Beyond the Blazer, 2025 Market, Policy & Planning Outlook, and Tax Return Reminder!

Friday, January 17, 2025

Forbes Best In-State Wealth Management Teams, Beyond the Balance Sheet, Tax Information and more!

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Tuesday, December 10, 2024

Baird and Beyond, Charitable Donations, 2025 Taxes and more!

Monday, November 4, 2024

Planning for Year-End, Family Wealth, & Charitable Giving!

Wednesday, September 18, 2024

Back to School, Branch of the Year Dinner, and Baird Insights!

Thursday, August 15, 2024

Travel, team outings and more!

Thursday, July 18, 2024

Fourth of July celebrations, international travels, and the John Deere Classic!