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

Milwaukee, WI
Joined September 2010
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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Hear from Daniel about finding support and opportunities to grow at Baird. Explore internship opportunities at Baird here: bit.ly/3ZgD1EQ #BairdIntern #WeAreBaird
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Elections matter in many ways. But for your portfolio? They don't matter as much as you might think. Michael Antonelli (@BullandBaird) dives in: bit.ly/4dEp3V3
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Well-being is more than physical health alone. Making time for the people, interests and experiences that give you purpose can contribute to long-term overall wellness. Learn how health, purpose and financial planning can work together. bit.ly/4yuxVnS
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Let’s look at the most common red flags that can help determine whether a message you received is an attempt to steal your personal information. bit.ly/4dLKsfL
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Markets communicate information and technology drives productivity. What happens when those signals become disconnected from real-world outcomes? bit.ly/4xS5TD3
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Looking to save up for future medical expenses, but also put funds away for retirement? With an HSA, you can do it all. With tax benefits on contributions and withdrawals, this investment vehicle can be a valuable wealth builder. Learn more about it here. bit.ly/4qP8av3
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Completing the FAFSA can help unlock valuable college funding opportunities, regardless of your financial picture. Learn how the FAFSA works and why every family should consider filing. bit.ly/4ina0Cs
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How much life insurance do you need? Baird asks the key questions to help you provide for your family’s financial future in a prudent, sensible way. bit.ly/4yaimlc
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Employee ownership means the people supporting your clients and practice – from leadership to back office staff – have a vested interest in your success. Here, Financial Advisor Joel Silver explains why that alignment makes a meaningful difference. To learn more about how Baird helps advisors maintain their independence while gaining the resources and support to grow, visit bit.ly/46cW8mZ.
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Between picking which programs you want to participate in and deciding when to sign up, those who are nearing retirement have some important decisions to make about Medicare. Use this guide to help. bit.ly/4z65w8d
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Most people think about healthcare only when they need it. But the decisions you make today – from choosing a health plan to building a healthcare reserve – can make a meaningful difference if unexpected medical costs arise tomorrow. bit.ly/4jt4s9K
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