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The holistic wealth viewpoint

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4 minute read
Q2 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
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8 min read
July 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article July 17, 2017 8 min read
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6 min read
Power of attorney vs. trust: Which strategy is right for you?

While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

Jonathan S. Grossman Wealth Management
Article June 27, 2017 6 min read

Deep dive: The holistic wealth viewpoint

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