Money | Baird Private Wealth Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Saving for College 101

Here's a crash course on saving for college.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Buying or Selling a House in a Seller's Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Wealth Management Is a Family Affair

5 Strategies on how to talk with your family about wealth and your legacy.

When Is the Right Time To Refinance Your Mortgage?

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

How Does Equity Compensation Fit Into Your Financial Plan?

It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.