Team Update
- We are proud to share that Trent has officially earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation. This achievement reflects his dedication to professional excellence and commitment to providing top-tier financial guidance.
Upcoming Holidays and Office Closures
- Thursday, November 27 - Thanksgiving
- Friday, November 28 - early close at 12:00pm CT
- Wednesday, December 24 - Christmas Eve - early close at 12:00pm CT
- Thursday, December 25 - Christmas
Baird Wealth Strategies Webinars - Watch Your Email for Details
- Wednesday, November 19th - Year-End Planning Strategies
You're Invited In Person Downtown Milwaukee - Understanding Your Medicare Benefits Seminar 10/15/25 5:00 PM
Baird’s Wealth Planner, Matt Urbanek, will lead a discussion on the costs and benefits of Medicare plans, and how to enroll. You will also learn ideas about how you can get the most out of your coverage and which choices make financial sense for you. This seminar will be especially useful for anyone thinking about, planning for, or already in retirement. Please R.S.V.P. to us by Wednesday, October 8 if you are interested in joining.
Client Focus - What Matters Now?
- Planning Moves To Consider Before Yearend: 2025 has been a year marked by economic uncertainty, sweeping tax legislation, and a series of pivotal policy developments – all unfolding in a world that seems to shift by the minute. As you wrap up 2025 take a look here for planning strategies to consider.
- The "One Big Beautiful Bill" Act: How It May Impact You: By now you all have heard about the sweeping budget reconciliation bill which tackled two main goals for the current administration: extending tax breaks from the 2017 Tax Cuts and Jobs Act, and delivering on many campaign promises. This legislation introduces wide-ranging reforms, including changes to tax rates, deductions and credits, estate and gift taxation, business incentives, along with many other provisions. Let us leverage our full wealth planning team and advanced tax modeling tools to tailor any strategies to your unique goals - please call us to schedule a Financial Plan update. Learn more here
- Making the Most of Your Charitable Donations: When you are thinking about making charitable donations, the easiest thing to do is write a check to the charity of your choice – but that might not be the most efficient way to give. For a more tax-advantaged strategy, here are some choices to consider.
Current Market Research: STRATEGAS a Baird Company
- Market Strategy Weekly - our Chief Economist, Don Rissmiller, walks through the recent Fed decision, the drivers of a resilient U.S. consumer spending picture, and the worker productivity backdrop amid hopes for an AI-driven boom.
Check Out Our 2025-Released Website:The Hodge Williams Group
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Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD. rwbaird.com.