Baird Articles

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

2025 Baird Tax Document Mailing Schedule

A detailed schedule showing when each 2025 tax form will be issued, including 1099 waves, retirement account forms, and important tax‑reporting deadlines.

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2026 Tax Guide

A comprehensive, easy‑reference guide outlining 2026 federal tax rates, deductions, credits, retirement limits, Social Security and Medicare thresholds, and key estate tax figures.

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2026 Market and Policy Outlook

See what’s ahead for markets and policy in 2026 – and how it could impact you.

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Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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Cyber Self-Defense: How To Avoid These Common Scams

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

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