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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White Elephant Inheritance

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

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Your Planning Guide to 2026 Taxes

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

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Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

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Paying for Graduate School

After years of saving for your kids’ college tuition, they inform you they want to go to grad school, too. What happens now?

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2025 Mid-Year Market Outlook with Strategas

Strategas presents important economics themes and a strategic outlook for the second half of the year.

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An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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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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