Sun rising over a two-lane road

A Year of Division and Promise

The changeover in control of the federal government means many changes: In addition to legislative priorities affecting tax and estate planning, it's also meaningful for the long-term economy. In the new issue of Digest, the macroeconomic experts at Strategas look at the political and economic landscape ahead of us, and we take a deep dive into potential new laws that may affect your finances.

Calendar Icon Planning Calendar

January 1 – March 31

  • General enrollment period for Medicare for those who missed their initial enrollment period

February 15

  • The New York Stock Exchange is closed in observance of Presidents Day.

February 16

  • The first wave of 1099s will be issued by Baird for those accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.

March 1

  • The second wave of 1099s will be issued by Baird for accounts holding mutual funds, ETFs and REITs whose final tax information was provided after the previous update.

March 15

  • The final wave of 1099s will be issued by Baird for the remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHMTs.

April 2

  • The New York Stock Exchange is closed in observance of Good Friday.

April 15

  • 2021 first-quarter federal estimated tax payments are due.

May 17

  • 2020 individual income tax returns and payments are due.
  • Contributions to 2020 IRAs, Roth IRAs and Coverdell Education Savings Accounts are due.
Photo of Mike Schroeder

Letter from Mike

How our Financial Advisors are staying in touch with their clients.

Yellow Envelope New Mail Alert

Market Mailbag

Baird answers client questions about investing and the current state of the markets.

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Women at Baird

Our firm has long been focused on supporting women, both in their financial needs and in building their careers here at Baird.

Katie Jackson Meeting with two Baird Associates

Building a Future at Baird

Katie Jackson discusses how the firm has helped her establish her career, with some advice from Mike Ditka.

Financial chart super-imposed over an American Flag

Tax and Estate Changes to Watch For

A look at the legislative proposals that may end up affecting your finances this year.

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Doing Well by Doing Good

Baird's Municipal Finance division has become a key supporter of charter schools.