Resources
This Month's Insights
Planning: Enhanced Credit Access Line
Accessing liquidity doesn't always require selling investments. Click learn more to explore how securities-backed lending may provide flexibility for major purchases, tax obligations, and unexpected expenses while helping investors remain aligned with their long-term financial strategy.
Market: Economic Base Case
Baird Strategas continues to expect a mid-cycle economic slowdown rather than a recession. Despite recent interest rate increases, consumer spending, employment, and business activity remain resilient. While growth may moderate, the firm's base case remains for continued economic expansion, with recession risks viewed as manageable rather than imminent
In the piece below, they break down the key factors influencing this outlook and what they may mean for investors going forward.
Read Here Economic Base Case September 2026

Natural Disaster Preparedness
- Wildfire Preparedness
- Protect Your Home by Zone
- Tax Relief Following a Catastrophic Loss
- Winter Weather Readiness
- Preparation Tips
- Marsh McLennan Client Resources*
*Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed or suggested above. This should not be considered an endorsement of the products or services offered by these individuals or their firms.

How to Bake a Pie-R-A
Preparation is the Key to Retirement
What You Need to Know About Social Security
Retirement Plan Detectives
Leaving Your Lasting Legacy
