Resource Library

Baird Trust's Large-Cap Equity Strategy

Meet the team that manages Baird Trust's Large-Cap Equity Strategy. What makes Baird Trust’s large-cap equity strategy different? Baird Trust’s Director of Equity Investments Andy Means, CFA®, and Equity Portfolio Manager John Watkins, CFA®, discuss their unique approach to investing, why they don’t create a market outlook, how (and when) they take on an underperforming stock position and much more.

Additional Resources

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Data Centers At Risk of Becoming Political Liability

Data-center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

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Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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Surprises

Making the most of surprises is a great reason to work with us.

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Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

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Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

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