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!
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?
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.
May 2022 Chevron Segment Rate Summary
Jun 22, 2022
May 2022 Chevron Segment Rate Summary
How much will the August Chevron lump sum drop?
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?
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.
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?
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
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.
