Click here to read our Q2 2013 newsletter which includes information on:
Latest Market Updates
Introduction to a new team member
You're invited to...
Shred your confidential documents
Protecting your personal information is vital. One of the most effective
ways to prevent identity theft is to shred the personal documents and
financial information you no longer need.
Friday, June 7, 2013 7:00 a.m. - Noon
You may bring up to five grocery bags of documents. No boxes please.
Bring your documents to the Baird parking lot, where one of our Waukesha
branch associates will be there to greet you and put your items into a secure
and locked holding bin.
Your documents will be shredded promptly on Friday, June 7. A Baird associate
will remain with the truck until all documents have been shredded.
Robert W. Baird & Co.
One Riverwood Place
N17 W24222 Riverwood Drive, Suite 240
Waukesha, WI 53188
Please contact us at 262-523-5644 with any questions.
Click here to read an exciting annoucement from The RBF Group.
Partners You Can Rely On
What's on your bucket list?
Baby Boomers tend to be achievement driven, so it's not surprising that many have a bucket list. These are the things they want to achieve most in life, and can involve plans as exotic as traveling around the world or as close-to-home as making sure their children are well-prepared for the future.
At the RBF Group, the clients we work with have spent the majority of their lives achieving monetary success. Now they want to put those hard-earned assets to work by checking off the goals on their bucket lists. However it's not that simple. The Great Recession set many Boomers back in their plans for retirement and left still more with major investment concerns:
· How can they protect their investments?
· Is there an efficient way to transfer wealth to the next generation?
· Are the goals dearest to them now out of reach?
If you share these concerns, then you need a financial partner who is committed to your goals and has the resources to help you reach them. Don't hesitate to contact us today.
- 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