RobertWBaird

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baird investing roth ira estate tax asset allocation white paper money management finance private wealth management stock market economic outlook dividend interest income tax cuts financial planning tax planning market review tax changes health care reform health care act tax laws gift tax life insurance investment strategy taxation rising rate environment closed-end funds hedge fund ira alternative investment wealth management investment portfolio diversification exchange-traded fund passive management active management research

Activity
About

RobertWBaird

Presentations

Baird Quarterly Market Review - Q3 2011

Documents

Active vs. Passive Money Management - Dec. 2011

Asset Allocation and Business Owners - Dec. 2011

Demystifying the Role of Alternative Investments in a Diversified Investment Portfolio - Dec. 2011

Does Passion Have a Place in Wealth Management? - Dec. 2011

Factors to Consider When Unwinding a Roth Conversion

Hedge Funds: A Look Back and A Look Ahead - Dec. 2011

The Hidden Cost of Holding a Concentrated Position - Dec. 2011

Closed-End Funds: Opportunities and Challenges in a Unique Market - Dec. 2011

Investing in a Rising Rate Environment - Dec. 2011

Investment Strategy Considerations in a Rising Tax Environment - Dec. 2011

Move Over, 5%, and Let Mission Drive

Estate and Gift Tax Laws: New Rules - Dec. 2011

Health Care Act Includes Variety of Tax Changes - Dec. 2011

Year-End Tax Planning and Financial Planning Ideas - Dec. 2011

Extension of Tax Cuts, Estate Changes Highlight Final Bill of 2010

The Quest for Yield: The Roles of Dividend and Interest Income - Dec. 2011

The Truth about Top-Performing Money Managers - Dec. 2011

2012 Economic and Stock Market Outlook - Dec. 2011