Broker Check

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:

Market Insights

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term.

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Baird Digest

Find news and perspective for growing and preserving your wealth in Baird DIgest, published quarterly.

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Five for Friday

Sometimes, Baird’s strategists just can’t cram all of our disparate thoughts into a neat and tidy article. Our solution is Five for Friday, an attempt to pack a handful of unrelated market musings onto a single page.

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Select Articles

Key Takeaways from Strategas Research Areas - November 2025

Key Takeaways from Strategas Research Areas - November 2025

Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
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Four Ways To Use Leftover 529 Money

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.
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How To Pay for Long-Term Care

How To Pay for Long-Term Care

Six strategies for an underappreciated but crucial component of retirement planning.
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