Financial Education and Advice

In-depth insight into investment best practices and more.

After tuning in to The Wise Investor Show®, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.

Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.

Light at the End of the Tunnel

May 20, 2020 Market Insights

A common question today is: why does the market seem so disconnected from the economy? On today's show, we look at why that is, what a timeline and some light at the end of the tunnel means for stocks today.

Patience Is Your Edge

May 18, 2020 Market Insights

Simon discusses how investors continue to equate the economy with the stock market despite the reality that they are often not in synch. Virus response success, for example, has not correlated well with stock market performance.

How to Make Sense of the “Senseless”

May 11, 2020 Market Insights

Simon discusses the impressive bounce off the March lows in the face of some of the worst economic data ever recorded. He places in a historical perspective and looks at several perspectives: investor behavior, low interest rates, and the makeup of the S&P 500 itself. Simon also provides the rationale for BABA, the Group's latest addition to the portfolio.

This Is the Shape of Recovery

May 6, 2020 Market Insights

The market may be trying to price in a "V" shaped recovery, where we quickly return to business as usual and swiftly trend back to the economy we had 4 months ago. Do you believe that? Today we talk about the shape we think we might see instead of a "V".

Simon Hamilton Recognized in Financial Times 400 Top Financial Advisers

April 16, 2020 Recognition

We are excited to announce that Managing Director Simon Hamilton has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers.

Planning Under the CARES Act & SECURE Act

April 14, 2020 Seminars

Baird's Financial Planning Team covers the significant changes brought about by the SECURE Act and CARES Act, how these laws may impact your financial plan and what other planning opportunities may now exist as a result.

The COVID-19 Stimulus Bill: How It Affects You

April 3, 2020 Market Insights

The massive $2 trillion CARES (for Coronavirus Aid, Relief and Economic Security) Act, passed by Congress on March 27, 2020, is intended to bolster an economy ravaged by the effects of COVID-19. In addition to direct payments and loans for both individuals and businesses, there are also several provisions dealing with your financial and tax planning, both now and into the future.

How Much Can You Really Afford In Your Next Home Purchase

March 25, 2020 Market Insights

David reviews the latest economic news after the historic market bounce and stimulus package. Also, he discusses points to consider when looking for that next house.

Things We Still Know in Uncertain Times

March 20, 2020 Market Insights

Simon discusses how, despite the uncertainty and unprecedented nature of a simultaneous health and financial crisis, there are certain aspects of investor behavior that are timeless.

Should You Join the Rush and Refinance Your Mortgage Now?

March 19, 2020 Market Insights

Homeowners across the country are refinancing their homes amid the global coronavirus pandemic. With the 10-year Treasury falling below 1 percent, refinancing can potentially save homeowners thousands of dollars a year in interest. In The Washington Post, financial planner Matt Anderson explains what you need to know before refinancing.