
Baird
@rwbaird
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Following
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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
As you move from college to your first real job and your own apartment, these steps can help make sure you’re ready to succeed in the adult world.
bairdwealth.com
Get Off on the Right Foot
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While elder fraud is a growing problem in America, there is no shortage of steps you can take to help prevent it. Here are six ways you can keep your elderly loved ones safe from bad actors.
bairdwealth.com
How To Protect Loved Ones
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We’re proud to share that five Baird bond funds have again earned a spot on @MorningstarInc™'s Thrilling 33 — a prestigious list recognizing high-quality, long-term investment options. Read more about what makes these funds truly thrilling:
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Just like your longtime doctor knows your unique needs, building a lasting relationship with a Financial Advisor leads to better guidance and trust.
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The Value of a Trusted Advisor
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We all want what’s best for our kids, but you want them to learn the value of money too.
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Are you giving too much?
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Whether you're actively looking for a role or simply want to stay informed about future opportunities, join our Talent Community for an inside look at our culture. Join us here: . #WeAreBaird
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In an increasingly online world, it’s essential to stay vigilant of the common types of scams – and to know how to protect yourself from them.
bairdwealth.com
Avoiding Common Scams
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Consolidating or refinancing your student loans could save you time and hassle – and even reduce your monthly payments. But is it the smart decision?
bairdwealth.com
Get Rid of Debt the Smart Way
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The 2025 Summer Internship Program came to a close this week, wrapping up an incredible summer with our largest class to date. We’re so proud of their contributions and wish them continued success. Learn more at the link here: #WeAreBaird #BairdIntern
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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.
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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If you’re thinking of buying a vacation home with a family member, here are some ground rules to consider before making it legal.
bairdwealth.com
If you’re thinking of buying a vacation home with a family member, here are some ground rules to consider before making it legal.
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While elder fraud is a growing problem in America, there is no shortage of steps you can take to help prevent it. Here are six ways you can keep your elderly loved ones safe from bad actors.
bairdwealth.com
How To Protect Loved Ones
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Hindsight may be 20/20, but investing is about looking forward.
bairdwealth.com
Taming a volatile market.
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In an increasingly online world, it’s essential to stay vigilant of the common types of scams – and to know how to protect yourself from them.
bairdwealth.com
Avoiding Common Scams
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Lyle Fitterer, CFA, senior portfolio manager and co-lead of the municipal sector, recently talked with Chuck Jaffe on the @moneylifeshow Podcast about compelling opportunities in the municipal bond market.
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