Articles of Interest:
Firm ranks 14 on 2013 list
Save the Date!
Saturday, May 18th, 2013: Mother’s Day Event
Miss Molly’s Tea Room, 10:00 a.m.- Noon
Our Process Focuses on the Client First.
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Service does not end with planning your investment strategy—through periodic reviews together, we can successfully help manage your wealth, with today and tomorrow's goals in mind.
Combining our unique approach to planning, client focus, flexibility, and dedicated specialists, we provide services that truly set us apart.
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- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a message from Paul Purcell, Baird Chairman, President & CEO.
- Quarterly Market Update
- Baird Investment Digest