
Baird
@rwbaird
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Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Milwaukee, WI
Joined September 2010
David George, Baird Senior Research Analyst, talks through JPMorgan Chase (JPM) Q2 earnings on Bloomberg Open Interest:
www.bloomberg.com
David George, Baird Senior Research Analyst, says he sees a dichotomy between very high expectations yet very good fundamentals in JPMorgan. (Source: Bloomberg)
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It’s easy to get overwhelmed when that first big medical bill arrives. Here are five dos and don’ts so you don’t pay more than you have to.
www.bairdwealth.com
Don’t Pay More Than You Have To
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Four questions to ask yourself before signing on the dotted line.
www.bairdwealth.com
4 Questions to Ask Yourself
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Baird Senior Research Analyst David George discusses bank stocks ahead of earnings on @CNBCOvertime:
www.cnbc.com
David George, Baird senior research analyst, joins 'Closing Bell Overtime' to talk how to play bank stocks as we head into earnings season.
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#LISTEN: Senior Research Analyst David George will be on @BloombergRadio this afternoon discussing a preview of bank earnings 3:40 PM EST/2:40 PM CST
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The June Baird/@DC360_Official E-commerce Index is live, which tracks the performance of leading public e-commerce companies across four sectors: online marketplaces, online retail, e-commerce technology and International. Learn more:
www.digitalcommerce360.com
Wayfair and DoorDash saw some of the ecommerce stock index's biggest gains in June, as Etsy and Chewy share prices declined.
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#WATCH: Senior Research Analyst David George will be on @CNBCOvertime this afternoon discussing a preview of bank earnings 4:00 PM EST/3:00 PM CST #BairdonTV
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Congress’ recent passage of the “One Big Beautiful Bill Act” has locked in changes to tax policy, opening up new tax planning opportunities. Our tax planning experts summarize key provisions and explain their implications in their latest analysis.
www.bairdwealth.com
Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?
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As policy shifts continue, Michael Antonelli, market strategist at Baird, provided insight on recent company responses with @AP:
apnews.com
Stock indexes closed higher on Wall Street, enough to nudge the S&P 500 and the Nasdaq composite to more records.
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Though they’re less fun than on-site nap breaks, some of your more traditional employment benefits can give your bank account a boost. Here are 5 you shouldn’t sleep on.
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Make the Most Out of Your Job
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To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
www.bairdwealth.com
To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
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In a world that’s constantly changing, how can you make sure your money is working for you right now? Even if you feel confident that you may not outspend your money, there are still essential questions to consider.
www.bairdwealth.com
Why Everyone Can Benefit
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In a recent @MorningstarInc article, Warren Pierson was quoted talking about the importance of assessing risk in the midst of volatility. Read the full article.
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Tim Steffen, Director of Advanced Planning at Baird, spoke with @WSJ about how newly passed legislation will impact individual taxpayers.
www.wsj.com
The just-passed tax-and-spending package provides certainty for filers for the first time in years.
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Join our Talent Community to discover career opportunities, helpful resources, and learn what makes our workplace different. Join at: #WeAreBaird
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Between increasing your tax efficiency, improving your cash flow management, simplifying your withdrawal strategies and more, consolidating your accounts with one advisor could help significantly improve your wealth management process.
www.bairdwealth.com
A Look Into the Many Benefits
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