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Volatility may persist, but investors have options for addressing it.

THE NEW NORMAL

To clarify the unknowns creating angst for investors – and provide ideas about how to deal with what many believe will be a persistently volatile marketplace – Baird assembled a panel of experts for the following Q&A.

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INVESTMENT OUTLOOK

Bittles sees opportunities resulting from adversity.

INVESTMENT OUTLOOK

Our long-term strategy recommendations for investors are founded on the belief that the bursting of the housing and debt bubbles in 2008 marked the end of the debt super cycle period in the United States and will usher in a new era of economic growth.

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PLANNING FOR VOLATILITY

Much like the markets, approaches to asset allocation have evolved.

PLANNING FOR VOLATILITY

Broadening your investment universe can lead to a more active asset allocation plan that is flexible enough to weather periods of protracted volatility and nimble enough to adapt to today’s often rapidly changing market conditions.

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THE TIME TO GIVE

This may be the last year for Qualified Charitable Distributions from IRAs.

THE TIME TO GIVE

Current Qualified Charitable Distribution (QCD) rules allow taxpayers to make IRA distributions up to $100,000 to a qualified charity without incurring taxes on the income while counting toward the IRA owner’s Required Minimum Distribution.

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A BOUNTIFUL HARVEST

2011 could provide an attractive opportunity for tax loss harvesting.

A BOUNTIFUL HARVEST

During a year like 2011, investors have likely realized both capital gains and losses. The tax rules regarding harvesting losses can be confusing, but understanding them can help ensure you’re getting the biggest tax benefit you can.

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Review past issues of Baird Investment Digest.

ARCHIVE

Review past issues of Baird Investment Digest in PDF format.

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