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Trusted financial advice and services for individuals, families, institutions and corporations since 1919. Social Media Disclosures: https://nitter.cf/t.co/oB8ogAJE0l

Milwaukee, WI
Joined September 2010
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With so much of our business happening online these days, it’s no surprise that hackers put a great deal of effort into trying to access your information. What can you do to protect yourself? Here are a few real-world strategies to keep in mind. bit.ly/4rG27um
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After 16 years at Baird, Justin Parker has seen firsthand how being associate-owned shapes the way teams work and support each other. Hear from Justin about his experience and how associate ownership makes a difference across Baird. Discover emerging opportunities: bit.ly/4xo8BA7 #WeAreBaird
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While the topics are different, the underlying question is the same: Are our economic, financial and technological systems still working as intended? bit.ly/4xS5TD3
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The price of your Medicare coverage fluctuates based on several factors – but with a little planning, you can dampen the surprises and keep your expenses to a minimum. bit.ly/4yFR33f
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Helping our clients build their futures starts with a workplace where associates can build theirs. That’s why we’re proud to be named one of the Best Workplaces for Women by @GPTW_US and @FortuneMagazine. We’re proud of this recognition because of what it represents: continuing to shape an environment where women can build meaningful careers, find opportunities to lead and reach their full potential. Learn more: bit.ly/4yHmY2d
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Congratulations to Mary Ellen Stanek on her recent recognition by CFA Society Milwaukee. As only the fourth recipient of the CFA Society Milwaukee Lifetime Achievement Award, Mary Ellen was recognized for the impact her career has had on the industry, her peers, team members and the community. Read more about Baird Advisors’ Chief Investment Officer Emeritus: bit.ly/4yPe7f4
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What can you do to make more putts? Stephen Sweeney explains his favorite drill to help practice green reading and speed control.
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This year, don’t just check the same boxes on your HR forms – make sure your benefits are aligned with your financial goals. bit.ly/4xqBOKK
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When does financial innovation move from expanding opportunity to fueling speculation? John Taft explores what history can teach us about today’s growing array of investment products in his latest blog. bit.ly/4sqQGXF
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Baird Investment Strategist Ross Mayfield was recently featured in @WSJ, sharing his perspective on the latest moves in tech stocks and the evolving AI investment landscape. WSJ subscribers can read the full article here: on.wsj.com/4k5iizy
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What do @Tesla's latest results signal for the company’s path forward? Baird Senior Research Analyst Ben Kallo joined @BSurveillance to share his perspective on Tesla’s capital spending and broader ambitions. Watch Ben’s appearance at the 1:53:55 timestamp: bit.ly/4ifrgYo
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Ross Mayfield, Investment Strategist at Baird, recently was quoted in @Bloomberg discussing consumer spending trends and what they could mean for the broader market. Read the article here: bloom.bg/3VPRysU
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New legislation in Washington means expanded flexibility on which expenses you can and can’t use your 529 funds on. Check out our newly updated list to see what this might mean for you. bit.ly/4swu4Vg
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For student-athletes, NIL opportunities can raise important financial questions about income, taxes, long-term goals and more. See how thoughtful planning can help turn today’s opportunities into a stronger foundation for the future. bit.ly/4gvwWxV
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#WATCH: Technology Desk Sector Strategist Ted Mortonson will be on @BloombergTV this morning discussing Anthropic and the broader tech space 8:15 AM EST/7:15 AM CST #BairdonTV
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From equipment and fees to travel and time commitments, kids’ extracurricular activities can add up. We’ve got advice to help families balance the benefits of staying active with their broader financial goals. bit.ly/4rROFTv
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Financial well-being includes preparing for the unexpected, including healthcare expenses. Here, we share strategies that can help you plan ahead. bit.ly/4jt4s9K
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We were delighted to honor more than 30 @JCPSKY teachers and principals at the 13th annual Baird Excellence Awards earlier this month. The awards ceremony recognizes outstanding teaching and leadership performance from educators across the district. Learn more: bit.ly/4BfAVHg
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When it comes to supporting the people you love, finding the right balance is key. See how thoughtful planning can help you support your adult children without losing sight of your own financial goals. bit.ly/3O18MQj
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