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Baird
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Baird
@rwbaird
Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Milwaukee, WI
rwbaird.com
Joined September 2010
1,599
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  • user avatar
    Baird
    @rwbaird
    Jun 18
    In this episode of All That Matters, Mike and Ross step back from prediction and focus on preparation: what bear markets actually look like, what tends to bring them on, and most importantly, what investors can do today to stay on track when markets turn. bit.ly/4owjoVb
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    Baird
    @rwbaird
    Jun 18
    Baird’s Director of Advanced Planning Tim Steffen recently joined @MorningstarInc to discuss how investors should think about choosing between Roth and traditional retirement plan contributions. bit.ly/4ef373u
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    Baird
    @rwbaird
    Jun 17
    Gina shares how Baird’s one team mentality shapes her day-to-day experience. From collaborating across teams to supporting informed decision making, her role is rooted in partnership, trust and shared success. Learn more at bit.ly/4jIOM0w #WeAreBaird
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  • user avatar
    Baird
    @rwbaird
    Jun 17
    You might have heard about fortunes being built and lost within three generations. Family conversations about wealth can help keep that from happening – here’s how to get started.
    bairdwealth.com
    Wealth Management Is a Family Affair
    Is It Time To Have 'The Talk?'
    164
  • user avatar
    Baird
    @rwbaird
    Jun 16
    John Taft, Baird Vice Chair, recently joined the Scholars of Finance “Investing in Integrity” podcast to discuss the state of the finance industry and where it needs to go next to stay true to its core purpose – addressing real world challenges, needs and opportunities.
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  • user avatar
    Baird
    @rwbaird
    Jun 16
    Baird Tech Strategist Ted Mortonson recently joined CFA Society New York’s Compound Insights podcast to discuss the rapidly evolving technology landscape and the investment implications of AI. bit.ly/43mpTAm
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    Baird
    @rwbaird
    Jun 15
    Sponsorship is critical to individual career advancement, yet most women tend to be over-mentored and under-sponsored. In our latest episode of Invested, MPowered Capital founder and CEO Marcia Page shares her thoughts on how women can take inventory of and seek out sponsors.
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  • user avatar
    Baird
    @rwbaird
    Jun 14
    Daniel Moore, Baird Senior Research Analyst covering Transportation and Logistics, was recently quoted in @WSJ on the trucking industry's recovery after several tough years. Moore comments on how the rebound is being driven by reduced carrier capacity, rather than an increase in
    America’s Four-Year Trucking Slump Is Finally Over
    America’s Four-Year Trucking Slump Is Finally Over
    From wsj.com
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    Baird
    @rwbaird
    Jun 13
    Ted Mortonson, Technology Strategist at Baird, appeared on Bloomberg Surveillance to discuss AI spending and the SpaceX IPO. Mortonson commented on supply constraints and risks in the AI trade. Watch here at 1:19:30 :
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    Baird
    @rwbaird
    Jun 12
    With the FAFSA filing deadline quickly approaching, now’s a great time to submit your application for the 2025-2026 academic year. By doing so, you can help unlock valuable financial aid opportunities you won’t want to miss.
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    Baird
    @rwbaird
    Jun 12
    Baird has named Kim Tillotson Fleming, Vice Chair of Baird, and Craig Tillotson, Managing Director, Family Wealth Advisor with the Tillotson Chamberland Hook Group in Wexford, Pa., the 2026 recipients of the Brenton H. Rupple Citizenship Award, the firm’s highest community
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  • user avatar
    Baird
    @rwbaird
    Jun 11
    Baird’s Director of Advanced Planning Tim Steffen recently joined @MorningstarInc to discuss how newly introduced “Trump accounts” compare to traditional 529 college savings plans and what the differences could mean for families. bit.ly/43WtxRw
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  • user avatar
    Baird
    @rwbaird
    Jun 11
    Change is constant in the investment world and, in 2025, investors faced uncertainty once again. Discover how the managers of Baird’s fixed-income mutual funds drew on decades of experience, deep expertise and extraordinary teamwork to help clients identify and capitalize on the
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