Broker Check

Newsletters

2nd Quarter 2026

What We're Talking About This Quarter?

Your Planning Guide to 2026 Taxes
Find the 2026 IRS inflation adjustments related to personal income tax, retirement contributions, estate taxes, and Social Security benefits, along with changes stemming from the OBBBA passed summer 2025. Remember that April 15, 2026 is the deadline for making 2025 contributions to your traditional or Roth IRAs. Use the link here to review the article.

Traditional IRAs vs. Roth IRAs: What’s the Difference?
Everything you need to know about IRA eligibility, tax treatment and withdrawal requirements. Plus: if converting to a Roth is right for you. Use the link here to review the article

5 Employment Benefits You Might Be Overlooking
Here are five often-overlooked employment benefits that can significantly boost your own bottom line, including tuition reimbursement, long-term disability insurance, employer stock purchase plans, health savings accounts, and 401(k) retirement savings plans. Use the link here to review the article

Supporting Your Children Through Life’s Milestones
Whether it’s starting a career, planning a wedding or welcoming a new baby, milestones in early adulthood are often accompanied by major financial decisions. Here are some thoughtful ways you can support your family without sacrificing your own long-term goals. Use the link here to review the article

Just for Fun: 20 Containers You Never Considered Putting Plants In Before
Check out 20 creative plant container ideas, then look around your home and garage or scour your local flea market to see what you can adapt to your next container garden. Use the link here to review the article

What's Happening in the Markets?

STRATEGAS provides market strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. See STRATEGAS' Market Strategy Weekly video as well as other market insights right here.

What Else is Going On?

Live & Recorded Webinars by Baird Experts
Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. We have an archive of past presentations covering a variety of financial topics, such as social security, estate planning, charitable giving and how to safeguard your identity and finances. Be sure to catch the replays of these presentations, and registration for upcoming webinar’s here.


Baird Online & 360 Wealth
Baird Online, the client-exclusive area of our website, is available free to our Baird clients. Baird Online provides detailed, real-time account information, 24 hours a day seven days a week. Using the latest Internet technology, Baird Online offers real-time market information, as well as educational and market tools such as market news, U.S. market commentaries, mutual fund data, a stock watch, stock-finding tools, and portfolio tracking. Use this Demo Site to get a feel for the power of Baird Online & 360 Wealth.

Baird - Nationally recognized as a great place to work since 2004.

Past Newsletters

The Davidson Knaack Group - 1Q 2026 Newsletter
The Davidson Knaack Group - 4Q 2025 Newsletter

The Davidson Knaack Group - 3Q 2025 Newsletter
The Davidson Knaack Group - 2Q 2025 Newsletter





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