As we head into summer, we’re excited to share the latest updates from our team along with a few timely insights to help you stay informed and prepared. In this month’s edition, we touch on important cybersecurity tips to protect what matters most, provide perspective on today’s market environment, and highlight a few upcoming dates and events to keep on your radar.
What we're watching
Privacy, Security and Fraud Awareness
We’re focusing on a topic that affects all of us—cybersecurity. As scams and fraud attempts become increasingly sophisticated, protecting your personal and financial information remains one of our highest priorities at Baird.
On our resources page you can find a helpful resource, “10 Essential Cybersecurity Practices to Protect What Matters Most,” as it outlines practical, easy-to-follow steps you can implement right away. We encourage you to take a few minutes to review it and share it with anyone who may benefit
View - 10 Essential Cybersecurity Practices to Protect What Matters Most
Market Happenings
With ongoing geopolitical tensions and persistent inflation concerns, it would be reasonable to expect markets to be under pressure. Surprisingly, they have been notably more resilient.
RiverFront’s investment team recently published a thoughtful piece, “Earnings Analysis: U.S. Exceptionalism,” which explores the underlying drivers supporting market performance and offers perspective beyond the headlines. It’s a valuable read for understanding what’s truly shaping today’s market environment.
View - Earnings Analysis : US Exceptionalism
BHG Tea
Forbes Best in State Recognition
We're proud to share that Tom was recently recognized by Forbes as a 2026 Best in State Wealth advisor. His commitment to the families we serve and the standard he sets for our entire team is something we see every single day.
Congratulations Tom, well deserved!
Summer Happy Hour Series
We're exited to bring back our Summer Patio Happy Hour Series!
Join us on the Baird 9th floor patio to celebrate the relationships that make our work meaningful. A relaxed happy hour with drinks, light bites, and great conversation. Feel free to bring family & friends and enjoy the views.
Below are this summers dates:
June 24th 4:00 - 6:00pm
July 22nd 4:00 - 6:00pm
August 12th 4:00 - 6:00pm
Administrative Reminders
Baird Online Website Update
The newly updated Baird Online platform introduces enhanced security and a refreshed user experience.
On July 15th the Baird Wealth Strategies webinar will feature a segment on the new website experience. Invitations will go out later this month.
If you’d like assistance in navigation of the new website our team is always available to walk through the platform with you. Please reach out anytime.
Save the Date: BHG Experts Unplugged Featuring Heath McAteer!
Join us on July 22nd for our next Experts Unplugged featuring our tax specialist Heath McAteer. This session will cover timely topics and practical strategies as we head into the second half of the year. More details and registration information will be shared soon. We look forward to having you join us.
June Modified Office Hours
Our office will be closed on Friday June 19th in observance of the Juneteenth Holiday.