Insights

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:

In the Markets Now: 2,025 Things for 2025

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Your Planning Guide to 2026 Taxes

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

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All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

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2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

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Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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As your wealth management partner, we feel it's important to provide you with a variety of informed financial perspectives, including that of Mike Antonelli, a Baird equity trader who recently joined the Private Wealth Management market strategy team. A graduate from Purdue University with a degree in history, Mike earned his MBA at the University of Chicago before joining Baird's equity trading desk in March 2007. His offbeat observations on the market and the economy are featured in the popular Bull and Baird blog. His goal is to "cut through the noise and make learning about the market – and your behavior in it – fun and engaging."

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