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:

From the Desk of Seth Kaplan

• Inflation, Geopolitics and Rising Rates Weigh on Markets in the First Quarter
• Coronavirus, Economy, and Unprecedented Market Volatility
• In the Markets Now (03-10-22)
• Financial Planning in a Volatile Market
• Interpreting Market Volatility

Financial Insights From Baird

• Market Strategies
  
• Tax Loss Harvesting
• Tax Facts(2022)
• Tax Facts(2023)
• Intelligent Investing Whitepaper

Financial Planning / Wealth Management related Write-ups

• Tax Facts 2022
• The Role of Alternative Investments in a Diversified Investment Portfolio
• Asset Allocation in Uncertain Times
• The Importance of Asset Allocation
• Informed Investor Whitepaper