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The holistic wealth viewpoint

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1 min read
January 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article January 17, 2018 1 min read
Man reading newspaper with computer
1 min read
Q4 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article January 17, 2018 1 min read
Man looking at a laptop compuer while sitting at a desk.
1 min read
December 2017 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article December 19, 2017 1 min read
Image of wrought iron gate design.
4 min read
645 Election gives trustees and executors more flexibility.

Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

Katie Szymanski Wealth Management
Article November 28, 2017 4 min read

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