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Five Unexpected Threats to a Well-Planned Retirement | Baird Retirement Management

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invest...

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Uncovering Hidden Assets: Detective Work in Divorce | Baird Retirement Management

In the course of unwinding a marriage, accounting for and making an inventory of financial and other assets can be overwhelming.

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Recognizing Challenges & Opportunities in Fixed Income | Baird Retirement Management

Many investors have responded to record-low bond yields and a potential increase in interest rates by taking on more risk...

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An Argument Against Life Cycle Funds | Baird Retirement Management

Retirement requires a psychological shift from saver to personal pension fund manager. Spending and investment decisions early...

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ConocoPhillips & Phillips 66 Retirement Plan Interest Rate | Baird Retirement Management

The 30-year Treasury Securities Rate (TSR) in Table 1 is the Effective annual interest rate from which the monthly interest credit...

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What is a CDFA Professional? | Baird Retirement Management

The role of the CDFA is to assist the client and his/her lawyer to understand how...

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