News and Insights
Weekly Strategas Market Strategy
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans.
Wealth Strategies Webinar Series
Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics.
Protect Yourself From Wire Fraud
As Artificial Intelligence technology improves, scammers are getting more creative and convincing. Attached is a 6-minute video of Philadelphia attorney Gary Schildhorn testifying about his experience as a target in one of these advanced scams.
7 Steps to Take When Tying the Knot
All That Matters: The National Debt (Or Does It?)
Important Birthdays Over 50
What to Expect (Financially) When You're Expecting
The Difficulty in Calling a Market Top
Your Guide to Inflation Adjustment for 2024 Taxes
A Young Adult's Guide to Debt
Inherited an IRA? Here's What You Need to Know
2024 Market, Policy & Planning Outlook
All That Matters: War and the Stock Market
The Three Tests of a Roth Conversion
Keep Your Private Information Private
Wealth + Wellness = WHealth
In his latest blog post, John Taft talkes about how Wealth and wellness are inextricably linked – and anyone looking to increase and preserve their wealth would be wise to focus on their well-being. Getting proactive and taking care of your health save you money at every age and can help you minimize ongoing and catastrophic care expenses in a variety of ways.
Now Available: Mobile Check Deposit and ACH Transfers In
Baird is constantly investing in its technology to meet and evolve with your needs. We are excited to announce two brand-new features, now available in Baird Online:
- Mobile Check Deposit: Conveniently make deposits to your account by submitting check images within the Baird Online Mobile App.
- ACH In Transfer Request: View existing and initiate new ACH instructions by accessing Baird Online through your browser or the mobile app.
DDK Celebrates
The DDK Group had a celebratory team lunch to recognize a successful first half of 2023. A great start to the year, coupled with individual team member successes, lead to a nice afternoon with a lot to commemorate. We graciously recognize that we owe much of our collective success to our wonderful clients, close network, and our families.
Baird Signs Lease Extension at U.S. Bank Center
Baird and The DDK Group will continue to be in Milwaukee’s U.S. Bank Building, after signing a 5-year lease extension that runs through 2033 and provides more than 456,000 square feet of space.
New 529 to Roth Transfer Opportunity
The Secure Act 2.0 brought positive changes for surpluses in 529 education savings plans. Newdistribution rules beginning in 2024 allow this surplus to be rolled over to a Roth IRA for thebeneficiary, subject to an annual maximum of $5,000 and a lifetime maximum of $35,000. This lawchange allows for the incredible tax advantages that the 529 brings to go towards opportunitiesbeyond education.
DDK Group On Baird Gives Back Week
Last week was Baird Gives Back Week! We are thankful that Baird provides us time away from the office to volunteer at local charities and impact the community. This year DDK spent time at the The Hunger Task Force of Wisconsin. We...
Debt Ceiling
Treasury Secretary Yellen sent fresh letter to Congressional leaders on Monday repeating her estimate that Treasury will run out of cash potentially as early as 1-Jun. Yellen pointed to the already steep rise in borrowing costs for Treasury bills maturing in early June and warned that waiting until the last minute to raise debt ceiling could cause serious economic harm. President Biden and Congressional leaders to meet Tuesday, but House Speaker McCarthy said two sides nowhere near reaching agreement.
All That Matters: Should You Be Worried About a Recession?
In this month’s episode of All That Matters, Investment Strategy Analyst Ross Mayfield and PWM Market Strategist Mike Antonelli tackle all things recession: Is one imminent? How should you prepare? And, what’s going on with regional banks? Get perspectives from two of our market experts on what really matters to you.
Forbes/SHOOK Best in State
Congratulations to Thomas Duffey, Ed Defrance and David Klenke, who were recently recognized by Shook Research as a 2023 FORBES Best in State Wealth Advisors published on April 4, 2023. Rankings based on data as of June 30, 2022.
Their commitment to DDK’s client-first philosophy, teamwork and service earned each of them this best-in-class recognition. Please join us in congratulating Tom, Ed, Dave on this tremendous achievement.
In addition to their personal achievements, The DDK Group was also recognized as a 2023 Forbes Best in State Advisor Team. (Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
You can view the full list of teams that made the 2023 Forbes/SHOOK Research Best In State Wealth Wealth Advisors.
All That Matters: The Lay of the Land
Bank Failures Spark Questions Over Deposit Insurance
Behavioral Finance Series: Confirmation Bias
Behavioral finance is the study of the effects of psychology on investors and financial markets. It focuses on explaining why sometimes people make emotional rather than logical decisions, which often act against their own best interest. At DDK, we believe the more we understand the biases that cause financial decision-making errors, the more success we will have together. This is the third in a series focused on behavioral biases.