Planning for the Year Ahead

As your Financial Advisor, our number one priority is making sure the  decisions you make today set you up for success in the future.

With that goal in mind, we’d like to share Baird's 2025 Market, Policy and Planning Outlook: 

In this two-part series, Baird's experts share their perspectives for the markets, economy, and planning opportunities for the year to come. 

• In our Market and Policy video, Nicholas Bohnsack, President and COO of Strategas, a Baird company, shares his outlook on the U.S. stock market and economy for 2025, potential risks to that view, and how proposed immigration and tariff policies might impact inflation and interest rates. 
• Heather Osborn and Tim Steffen of Baird's Wealth Planning Department discuss how to prepare for potential tax legislation in 2025, as well as the new planning strategies available for the year ahead. 

These insights will no doubt influence the decisions we make together about your plan, including opportunities to: 

• Review your most recent tax return review. While Baird does not prepare tax returns, our team can review your most recent tax return and ensure the decisions we make together are as proactive and tax-efficient as possible.
• Explore wealth transfer strategies. As the future of the lifetime gift and estate tax exemption is debated in Congress, we can scenario plan the potential strategies that minimize your estate's tax exposure, regardless of the outcome in Washington. 
• Reviewing your wealth plan. Have there been any changes in your life in the past year? We can revisit your plan and discuss any changes that may be needed for risk management or in support of any long-term goals, such as retirement planning or education funding. 

After you've had a chance to watch the video series, we'd like to set aside some time to review your plan and discuss how to best apply these insights for you. We look forward to hearing from you.