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.

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Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

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Next Year's Debt Ceiling Expiration and the Tax Debate

The outcome of the election will be key to how the debt ceiling is resolved next year.

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Long-Term Care Insurance: A Beginner's Guide

More than two-thirds of us are likely to need a form of long-term care in our lives. Start preparing for that expense now.

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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