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.
On Wall Street you’ll often hear the phrase “it’s different this time” to describe what’s going on. More often than not that statement is correct. There’s a confluence of events that are impacting the market and you need to understand that each situation is unique
Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings. The House recently passed retirement legislation with an overwhelmingly bipartisan vote and we expect the Senate to act later this year.
Will your June Chevron lump sum increase or decrease over May?
Every adult, regardless of age or wealth, should have an estate plan.
Is your portfolio tax-efficient? Here are four ways tax-smart investing can potentially help you keep more of what you earn.
Will your Chevron lump sum increase or decrease in May?
Though they can be painful, market corrections are a natural and necessary part of long-term investing.
This video discusses considerations for retirees as they move from the accumulation phase to the distribution phase of their retirement assets.
Robert W. Baird & Co. Incorporated
P.O. Box 0672
Milwaukee, WI 53201-0672
© 2022 Baird Retirement Management.
All Rights Reserved