Kevin Farmer – Baird Private Wealth Management

08/25/2026

06/29/2026

We recently revamped our website-click the link below if you want to check it out. https://kfarmer.bairdwealth.com/

06/23/2026

Are You Missing One of the Most Powerful Retirement Tools?
Most people think of a Health Savings Account (HSA) as just a way to pay medical bills.
In reality, it can be much more.
HSAs offer a rare triple tax advantage:
✅ Tax-deductible contributions
✅ Tax-free growth
✅ Tax-free withdrawals for medical expenses
And with healthcare costs in retirement often reaching six figures, that matters.
But here’s where it gets interesting…
A smart strategy is to:

*Pay medical expenses out of pocket today
*Let your HSA keep growing
*Save your receipts

Later, you can reimburse yourself tax-free—even years down the road.
And after age 65?
You can use HSA funds for anything (just like a traditional IRA if not used for healthcare).
Bottom line: An HSA isn’t just a savings account—it’s a powerful, flexible retirement planning tool.

01/12/2026

Roth conversions have become a hot topic lately—but are they right for you? Understanding who benefits and why is key before making a move.A Roth conversion means moving money from a traditional pre-tax IRA into a Roth IRA. In doing so...

01/09/2026

Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishness is becoming a risk, and a few unloved areas worth a second look.

Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishne...

12/19/2025

Strategas Chief Market Strategist Chris Verrone wraps up 2025 by talking through the rotational stock market, the activity from interest rates post-Fed meeting, and how to think about the dollar heading into the new year.

Strategas Chief Market Strategist Chris Verrone wraps up 2025 by talking through the rotational stock market, the activity from interest rates post-Fed meeti...

12/12/2025

Strategas Senior Investment Strategist Ryan Grabinski discusses this week’s Fed meeting, the rate backdrop heading into year-end, the earnings outlook, and what to watch as we move toward 2026.

Strategas Senior Investment Strategist Ryan Grabinski discusses this week’s Fed meeting, the rate backdrop heading into year-end, the earnings outlook, and w...