Team Update: Please welcome Alicia Fearday who joined our team as a Client Assistant. Alicia is eager to meet you and will work closely with Trent and Shea on all client service-related matters.
Upcoming Holidays and Baird Office Closures:
- Friday, April 3rd - Good Friday
- Monday, May 25th - Memorial Day
- Friday, June 19th - Juneteenth
- Friday, July 3rd - Independence Day
Baird Wealth Strategies Webinars – Watch Your Email for Details:
- Wednesday, May 20th - Estate Planning
- Wednesday, June 17th - Key Financial Fundamentals
Client Focus:
- Tax Day is right around the corner. Once your return is filed, we can review your outcomes with an eye to planning changes for this year. For example, Roth conversions, capital gains and charitable strategies, tax withholding on retirement distributions, trust structures, to name a few. Hear more from Tim Steffen, Dir. of Advanced Planning.
- Market Volatility is the name of the game for 2026. The chart below shows that 10% pullbacks occur regularly: on average, investors experience about one 10% pullback per year, including during many periods that ultimately ended with positive long‑term returns. Remember, a well-diversified portfolio and long-term perspective remains a reliable way to navigate short-term noise and stay aligned with your broader financial objectives.
o Takeaway: just as with smaller pullbacks, history suggests that staying disciplined through corrections has been more effective than reacting to volatility or attempting to time exits.
- Market Update: Baird’s Ross Mayfield, CFA, breaks down the week in his Five for Friday, where he provides a compact, one-page roundup of market news, economic analysis, and occasional fun facts.
Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.
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.