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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Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

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Take the Headaches Out of Tax Season

How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

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Three Alternatives to a Traditional Retirement

With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Five for Friday – June 26, 2026

With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.

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Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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How To Build Credit: Busting Common Myths

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

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