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The Importance of Personal Umbrella Policies  Thumbnail

The Importance of Personal Umbrella Policies

One component of a wealth protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy. If you don’t have an umbrella policy, run—don’t walk—and get one. If you do have an umbrella policy, make sure you’re sufficiently covered—and boost that coverage amount if you’re not.

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Market Strategy by Strategas Thumbnail

Market Strategy by Strategas

Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.

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Investing in an Election Year Thumbnail

Investing in an Election Year

There are many things that don’t mix well – orange juice and toothpaste, water and a keyboard, flies and Chardonnay. But there’s one thing that never, ever mixes well – investing and elections. This is because politics matter far less to reaching our goals than the investing, saving and planning decisions we make when crafting a long-term financial strategy.

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A Q&A on Education Planning During COVID-19 Thumbnail

A Q&A on Education Planning During COVID-19

Between stock market upheaval, campus closings and major regulatory and tax changes, the COVID-19 pandemic has inserted a great deal of complexity into education planning. If you’re currently paying for college or repaying a student loan, the following Q&A addresses three education financing changes you should be aware of.

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