Team Updates:
- We are proud to recognize Stacy for her remarkable 25 years of dedicated service with Baird. Her commitment, leadership and expertise have been invaluable to our clients. Please join us in congratulating her on reaching this incredible milestone.
- We are excited to welcome our summer intern, Jack DePrey, who will be joining our team through August. Jack is a rising junior at Bethany Lutheran College and is looking forward to being part of the team this summer.
Upcoming Holidays and Baird Office Closures:
- Thursday, July 3rd - Office closes at 12:00 PM CT and Friday, July 4th - Independence Day
- Monday, September 1st - Labor Day
Baird Wealth Strategies Webinars - Watch Your Email for Details:
- Wednesday, July 16th - Estate Planning
- Wednesday, August 20th - Cybersecurity/Identity Theft
- Wednesday, September 17th - Charitable Giving
Client Focus:
- Keep Your Private Information Secure: Baird has partnered with ID Watchdog to provide clients with robust cybersecurity protection services, offering advance identity theft protection, financial account monitoring, account-locking features and more. Reach out if you are interested or click here for additional information
- Predict Less, Prepare More:Investing Through Uncertainty Rather than trying to predict every twist in the market, investors are better serviced by staying grounded in long-term fundamentals, managing emotions, and focusing resilient strategies that can weather any storm.
- Time to Dust Off Your Financial Plan? Whether you've experienced a major life change or it's simply been a while since your last review, now is the perfect time to revisit your plan. Schedule a meeting reconnect with us today.
- Recent Market Developments:Five for Friday When our thoughts refuse to fit neatly into a single theme, we turn to Five for Friday - a quick roundup of market insights, curiosities, and commentary, all packed into one page.
- How a Trust Can Save Your Estate:Staying Out of Probate A revocable living trust can help your loved ones avoid the costly, time-consuming, and public probate process by keeping your assets in a private, flexible legal structure.
- The ABC's of HSAs: Health Savings Accounts offer a rare triple tax advantage - pre-tax contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses - making them a powerful tool for both short-term healthcare costs and long-term wealth building.
Current Market Research: STRATEGAS a Baird CompanyMarket Strategy Weekly
Check Out Our 2025-Released Website:The Hodge Williams Group
Baird does not provide tax or legal advice. If you do not wish to receive further Baird email announcements, reply to this email with "Remove Me" in the subject line.
Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD. rwbaird.com.JG2025-0630