Baird Digest: Fall 2024

Calm Amid the Storm
Letter from Leadership

Don’t let the headlines of the presidential election cause you to overlook actionable year-end strategies.

Read the full Letter from Leadership

The Tech Boom: Sustainable Growth or 1990s-Era Bubble?
Many market analysts have drawn a line from today’s tech-fueled stock market run to the dot-com craze of the late 1990s. Is history repeating itself?

Three Questions To Consider Before a Roth Conversion
Converting your traditional IRA to a Roth IRA can give you tax-free income during retirement – but it’s not for everyone.

What the Sunset of TCJA Could Mean for Income Taxes
Without additional action from Congress, provisions from the Tax Cuts and Jobs Act are scheduled to sunset after 2025. How might that impact your tax planning?

Passing Wealth Wisely
Looking to transfer wealth to your loved ones without incurring a big tax bill? You have some options.

Putting Our Money Where Our Values Are
The Paul Purcell “Kids Win!” Annual Baird Education Grant has awarded more than $4 million to education-focused organizations across the country.