Happy New Year! At BHG, we are reflecting, resetting, and gearing up for an exciting 2025. We’re thrilled to share what’s ahead, including the services you know and trust, along with enhancements we’ve been perfecting behind the scenes. More details to follow!
As we step into the new year, we’re closely monitoring the economy and market trends. While bullish signals provide optimism, uncertainties like geopolitical risks, inflation, and Federal Reserve policy remind us to proceed thoughtfully. To keep you informed, we’ve published several 2025 Outlook articles on our website and will continue to update it throughout the month (click here).
We’re also excited to invite you to two upcoming virtual events that will dive deeper into these topics:
- 01/15/2025 11:00 MT | Baird Wealth Strategies: 2025 Outlook featuring Ross Mayfield & Mike Antonelli. Click here to register.
- 01/29/2025 12:00 MT | BHG Experts Unplugged: Featuring Max Mann, CFA, CMT Portfolio Manager with Specialized Asset Management. Click here to RSVP.
Event replays will be available on our website within a week of each session.
Here’s to another year of growth, opportunity, and shared success. We look forward to continuing this journey with you.
Tom, Kelly, Alex, Amanda, Jesus, Larry, & Rachael
Modified Office Hours
NYSE Closed January 9th: President Biden declared Thursday, January 9th a National Day of Mourning in recognition of the passing of former President Jimmy Carter.
*Our offices will be open from 7:30am-12:00pm MT in observation of the Day of Mourning.
Important & Timely Quick Hits
New section to highlight important and timely updates which may directly impact you.
- Baird Online Maintenance: Our online account portal will be unavailable for maintenance on January 11th and 18th.
- Envestnet Letter: One of our trading platform partners was recently acquired and were required to disclose this to investors. You may receive a letter regarding the acquisition in the next couple of weeks.
- Tax Document Mailing Schedule: Baird will issue tax documents based on account type and activity. Click here for more information.
- "Super Catch-Up”: New for 2025! Individuals aged 60-63 can contribute an additional $3750 to employer-sponsored retirement plans, on top of the traditional catch-up of $7,500. For more information about 2025 limits and changes, please click here.