Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

Tim Steffen: Smart Tax Moves for 2024 and Beyond

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

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A longtime Asian equities investor talks structural change, a new shareholder focus, and opportunity in Japan (and China).

Carl Vine: The Japan Earnings Story Has Legs

The behavioral finance expert and author on the connection between financial well-being and life well-being, the role of social comparisons, and the next generation of behavioral finance.

Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’

A global economist weighs in on inflation, upcoming elections, and deglobalization.

Neil Shearing: What the Consensus Is Missing About the Current Economy

An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.

Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

Tim Steffen: Smart Tax Moves for 2024 and Beyond

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