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Baird's Your Wealth and You

By: Baird Private Wealth Management
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  • Summary

  • Connecting Baird's expert Financial Advisors with your questions about investments, taxes, current market news and financial planning opportunities. This show provides listeners with comprehensive, unbiased advice relating to all aspects of their personal financial situations.
    2023: The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Baird does not offer tax or legal advice. Securities, products and services are offered th
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Episodes
  • Finding Ways to Reduce Taxes from Your Portfolio

    Finding Ways to Reduce Taxes from Your Portfolio
    Jul 14 2024

    Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio.They will also discuss a few takeaways from the market this week and answer questions from our listeners.
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    20 mins
  • Money Paradoxes

    Money Paradoxes
    Jul 7 2024

    Co-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you.

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    27 mins
  • Market News & Donor Advised Funds

    Market News & Donor Advised Funds
    Jun 30 2024

    On this week’s show Co-Hosts: Ray Ballantine and Jayme Meredith give a quick recap of the end of the second quarter, discuss some some areas where Donor Advised Funds have come under scrutiny from the IRS and Congress, then lastly answer questions from listeners like you.

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    31 mins
Business & Careers Economics Personal Finance Politics & Government
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