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Jim Baird

Partner, CPA, CFP®, CIMA®, Plante Moran Financial Advisors Chief Investment Officer
Kalamazoo Wealth Management

Experience

I analyze and evaluate global economic and capital market conditions, collaborating with PMFA’s Investment Committee to develop investment strategies that meet clients’ long-term goals and objectives.
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Specializes In

In college, I did a bit of stand-up comedy, and that experience helped me become comfortable with public speaking. I guess that makes me a little less boring than the other middle-aged, grey-haired guys I know.

Additional Thoughts

November 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 November 16, 2017 1 min read
October retail sales research notes

Retail sales rise 0.2% in October; CPI up 2% year-over-year.

Jim Baird Wealth Management
Blog November 15, 2017 1 min read