Retirement Insights

Read our latest insights, retirement plan news, and rate
information to help you plan successfully for your financial future.

Social Security
Even Now, There are Reasons to Own Bonds Jul 28, 2022

Even Now, There are Reasons to Own Bonds

If you’re like a lot of investors, you’re probably reviewing your fixed income holdings thinking, You had one job! 

Read Article
Social Security
June 2022 Chevron Segment Rate Summary Jul 25, 2022

June 2022 Chevron Segment Rate Summary

How did rising interest rates affect your Chevron lump sum?

Read Article
Social Security
Key Questions for the Back Half of 2022 Jul 11, 2022

Key Questions for the Back Half of 2022

The first half of the year has been almost as volatile as they come. What's in store for the second half and beyond? Baird's research firm, Strategas, gives their thoughts.

Read Article
Social Security
May 2022 Chevron Segment Rate Summary Jun 22, 2022

May 2022 Chevron Segment Rate Summary

How much will the August Chevron lump sum drop?

Read Article
Social Security
After You Max Out Your 401k Jun 13, 2022

After You Max Out Your 401k

If there’s one message that people saving for retirement keep hearing, it’s that you can never save too much money for retirement. For many of us, that means maxing out our 401(k) – but what if you are able to contribute more than that?

Read Article
Social Security
Dealing with a Setback May 26, 2022

Dealing with a Setback

It's been a rough year for us as investors and it's hard to overcome the feelings of fear and anxiety during these times. Read on as The Bull & Baird's Michael Antonelli shares a personal experience from the 2008/2009 financial crisis and lessons he learned along the way.

Read Article
Social Security
April 2022 Chevron Segment Rate Summary May 23, 2022

April 2022 Chevron Segment Rate Summary

How much will your July lump sum decrease from June?

Read Article
Social Security
How Will Changes in Interest Rates Affect Your Chevron Lump Sum? | Baird Retirement Management May 23, 2022

How Will Changes in Interest Rates Affect Your Chevron Lump Sum? | Baird Retirement Management

How to spot patterns in the segment rates to predict future movements in the Chevron lump sum

Read Article
Social Security
A Key Tax Strategy in Volatile Times May 11, 2022

A Key Tax Strategy in Volatile Times

To say 2022 has been volatile may be the biggest understatement yet. Many advisors look to tax-loss harvesting as a strategy to take advantage of the rocky equity markets. It can be a valuable silver lining in times where optimism is scarce.

Read Article