Baird’s Post

When planning your retirement, you should also be planning for any long-term care you might need as you age. Here are six ways to fund it. https://bit.ly/4crDkRY

What are the key elements of a successful GP-led continuation vehicle (CV) transaction? General partners, limited partners and secondary investors share their experiences and views in our new report: https://bit.ly/3zmPKwh

This Fourth of July, all of us at Baird declare a “Happy Independence Day!” to you and your loved ones.

Mark Criner III, Senior Trust Strategist for Baird Trust, spoke recently with The New York Times about older generations who prefer to keep assets such as cash and other valuables at home than in a financial institution. The article offers advice on how the heirs of these individuals, and the wealth management and estate planning professionals who support them, might navigate these situations. https://bit.ly/3zqOzfg

Global markets are fluid and present a world of opportunities for return enhancement and diversification. However, investors may be hesitant to allocate globally just based on the U.S. equity market’s strength in recent years. In the latest insights from Baird’s international and global equity investment team, Chautauqua Capital Management explores why investors should consider maintaining or initiating an allocation to global markets. The team provides three strong market indicators that could lead to international equities outperformance in the future. Read A World Full of Opportunities to learn more. https://bit.ly/3W17aHp

As many Americans have come to learn, financial stress is inextricable from mental stress, to the point where it can be hard to tell which is causing which. This article from Baird can help you understand and deal with the issue. https://bit.ly/4ci9T59

Our fixed income and equity asset management teams share a focus on quality in their portfolios, emphasis on mitigating risk and commitment to exceptional service. These traits continued to resonate with investors in 2023. https://bit.ly/3VXUkK4

Justin Kleber, Baird Senior Research Analyst, weighs in on recent Academy Sports & Outdoors consumer strategies in The Wall Street Journal. https://on.wsj.com/3VEJUOh

Ross Mayfield, Investment Strategy Analyst, weighs in on the Fed's annual stress test with The Banker. https://bit.ly/4eICWR6