Team Insights
Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:
Second Opinion Service
Supporting Our Community
Setting Financial Goals
How We Provide Value to Our Clients
Business Retirement Plan Process
What is the CFP® Certification?
2022 Stock Market Outlook
Next Generational Planning
Addressing Inflation
What Makes Baird Unique
Our Team Approach
What Makes Us Different
Meet the Team: Greg Sommersberger
Reviewing Your Beneficiary Designations
Avoid Probate with a POD or TOD
Estate Planning Mistakes
The Importance of a Power of Attorney
Primary Benefits of Estate Planning
Estate Planning Misconceptions
Estate Plan Review Services
The Estate Planning Process
Retirement Roadmap
Life Insurance
Meet the Team: Thomas TJ Lane
Serving the Younger Generation
Meet the Team: Gil Cervelli