Outside the Office
Doug, Lori and their family traveled to London and attended Wimbledon!
We had a wonderful team & family outing at the Kernels and had to snap some pictures with Mr. Shucks!
In July, we collected school supplies and monetary donations to benefit Four Oaks. Thank you to all who donated!
Insights for our Baird Clients
360 Wealth
360 Wealth provides a summary of all your financial accounts to give you a true 360-degree view of your finances. By enrolling, you will have a bird’s eye view of your finances and a clearer picture of how you’re tracking against your goals. Enjoy the features and tools such as viewing your net worth, setting up a personal budget, analyzing your income or expenses, and reviewing your cash flow by enrolling today!
See 360 Wealthin action or follow the instructions below:
All That Matters: Is This the Top?
Mike Antonelli and Ross Mayfield join together again to explore the factors driving strong market performance, analyze potential risks that could derail the market,
and speak to why they continue to be optimistic about the future. Click below to watch!
Unpacking What It Means To Be a Fiduciary
The fiduciary standard offers protection for investors, but that’s not the whole story. Click below to learn what a fiduciary is, the difference between an investment advisor and a broker, and the importance of trust with your chosen advisor.
Perspectives on Tax Planning
Too often, taxes are thought of once or twice a year, but a truly effective tax plan is year-round and on a multi-year basis. Tim Steffen shares when and why you should consider tax planning!