Perspectives on Liquidity Solutions
Are you prepared when you have a large expense coming up? You could sell stock from your portfolio – but what if you didn’t have to? Hear from Matt Junemann, Baird’s Director of Investment Solutions, as he covers common scenarios that require liquidity, as well as when and how to account for liquidity in your financial plan.
Discover how a Baird Financial Advisor can help you create financial flexibility and make sure your money is working for you: https://www.bairdwealth.com/how-we-ca...
00:00 Perspectives on Liquidity Solutions
00:07 Common Scenarios
00:37 When to Evaluate Your Liquidity Needs
01:02 Incorporating Liquidity into Your Financial Plan
1:36 How to Get Started