Resource Library

Baird Trust's Large-Cap Equity Strategy

Meet the team that manages Baird Trust's Large-Cap Equity Strategy. What makes Baird Trust’s large-cap equity strategy different? Baird Trust’s Director of Equity Investments Andy Means, CFA®, and Equity Portfolio Manager John Watkins, CFA®, discuss their unique approach to investing, why they don’t create a market outlook, how (and when) they take on an underperforming stock position and much more.

Additional Resources

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

Learn More

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Learn More

So You've Inherited Some Property...

Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Learn More

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

Learn More

Washington Policy Themes for 2023

The Strategas Washington Research team kicks off 2023 by discussing some key themes to watch in the year ahead.

Learn More

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Learn More

Five Do's and Don't of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

Learn More