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Find a Financial Advisor Contact Us bairdwealth.com ARTICLES Letter From Mike Schroeder The Future of Energy Policy Retirement Planning for Women A Holistic Approach to Wealth Management The Biggest Questions in Financial PlanningDoing Well by Doing Good DOWNLOAD CURRENT ISSUE ISSUE ARCHIVE News and perspective for Growing and Preserving your wealth Winter 2022 Retirement Planning for Women Women live longer than men, yet tend to have less saved for their retirement. This new guide from Baird discusses the latest research as well strategies for dealing with this and other gender‐based disparities. Planning Calendar January 1 – March 31 General enrollment period for Medicare for those who missed their initial enrollment period.January's Wealth Strategies webinar: Investor Psychology and Behavioral Finance February 15 Baird issues the first wave of 1099s for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided. See Baird's Tax Information Center for details.February's Wealth Strategies webinar: Technology UpdateMarch 1 Baird issues the second wave of 1099s for accounts holding mutual funds, ETFs and REITs whose final tax information was provided after the previous update. See Baird's Tax Information Center for details.March 31 Baird issues the final wave of 1099s for remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHMTs. See Baird's Tax Information Center for details.March's Wealth Strategies webinar: Equity CompensationApril 18 2021 tax returns and 2022 first‐quarter federal estimated tax payments are due.April's Wealth Strategies webinar: IRA Tax Planning Under the SECURE Act Letter from Mike Introducing our new President of Private Wealth Management. The Future of Energy Policy The administration has put forth proposals that could affect the energy sector for decades to come. A Holistic Approach to Wealth Management New tools like Baird's 360 Wealth help you ensure that all the pieces of your financial life are working in concert with each other. The Biggest Questions in Financial Planning A new series of videos from Baird answers critical questions on estate planning, insurance, retirement, and many more. Doing Well by Doing GoodBaird Global Investment Banking is always looking for ways to make your life more enjoyable. CONNECT WITH US: bairdcareers.com News Help Important Disclosures Privacy Policy Financial Information Business Continuity Disclaimer Information Baird does not provide tax or legal services. This is not a complete analysis of every material fact regarding any company, industry or security. The opinions expressed here reflect our judgment at this date and are subject to change. Information in Digest has been obtained from sources we consider to be reliable, but we cannot guarantee its accuracy. All investments carry some level of risk, including loss of principal. Past performance is not a guarantee of future results. © Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD. rwbaird.com. Member New York Stock Exchange Inc. and other principal exchanges. Member SIPC. Back to Top