The Anderson Group

12/22/2022

Welcome to the Baird family, Jay! We are excited to have you join our Phoenix office.

12/21/2022

A hearty congratulations to Laura Thurow, Baird’s Executive Director of Wealth Solutions and Operations, and Katie Costigan, Market Director, who were recently honored as ‘Women to Watch Allyship Champions’ by . The Allyship Champion award recognizes women who demonstrate exceptional allyship for women within their workplace, industry, and community. https://bit.ly/3HTZ8K0

12/20/2022

Congratulations to our asset management teams on being named one of Pensions & Investments "Best Place to Work in Money Management." Baird is one of only five companies to have made the list each of the last 11 years. This recognition is a result of a strong culture that prioritizes teamwork, respect and our clients. https://bit.ly/3hBg39v

12/20/2022

Wishing our clients, family & friends peace and light this holiday season.

12/19/2022

In this issue of our Wealth Management Mailbag, our wealth experts discuss inflation – why it’s lasting so long, and what the Fed is doing about it.

Deconstructing Inflation

12/18/2022

Congratulations to Baird Advisors on their newest municipal bond funds reaching their 3-year anniversary. An experienced team and time-tested process continue to yield strong results for clients. Learn more: https://bit.ly/3uXrFqg

12/17/2022

What should investors watch for in 2023? We sat down with Strategas analysts and our own wealth planning experts to talk inflation, taxes and planning opportunities for the new year.

Inflation. Legislation. Deglobalization. These are just a few areas we cover in our outlook of the financial markets and legislative policy, with insights fr...

12/16/2022

How can families embrace the future without letting go of the past? Melanie Schmieding, CTFA and Director of Baird Family Wealth, offers her advice on uncovering family values.

Uncover Your Family’s Values

12/15/2022

“Is now a good time to sell my business?” A recent panel Baird’s Business Owner Solutions group outlined important considerations for business owners as they explore selling their businesses.

A panel of experts discuss the ingredients of a successful transition of a privately held business.

12/14/2022

No one decides to become a doctor because they want to run a small business, but that’s exactly what many physicians end up doing. Here’s how to make to ensure your practice runs smoothly.

Keep Your Practice Healthy

12/13/2022

In this issue of our Wealth Management Mailbag, our wealth experts discuss what they learned in 2022 and what would need to happen for a bull market to emerge in 2023.

2023 Outlook and Lessons from 2022

12/12/2022

Life's twists and turns don't stop just because you're retired. A little planning could give you the financial flexibility you need to take on whatever comes your way. https://bit.ly/3BvmuBs