Jim Baird, CPA, CFP®, CIMA®, is a Partner and is the Chief Investment Officer for Plante Moran Financial Advisors and serves as a member of the firm’s Investment Committee. In this capacity, his expertise includes the development of investment strategies, portfolio construction implementation solutions, manager searches and due diligence, performance reporting, and authoring a variety of market commentaries and investment research papers. A broad range of industry associations invite him to speak each year on matters related to the economy and markets, and he is frequently quoted by national media outlets. His professional affiliations include the Investments & Wealth Institute and the American Institute of Certified Public Accountants. Baird is located in the firm’s Kalamazoo, Mich. office.
Jim Baird, CPA, CFP®, CIMA®, is a Partner and is the Chief Investment Officer for Plante Moran Financial Advisors and serves as a member of the firm’s Investment Committee. In this capacity, his expertise includes the development of investment strategies, portfolio construction implementation solutions, manager searches and due diligence, performance reporting, and authoring a variety of market commentaries and investment research papers. A broad range of industry associations invite him to speak each year on matters related to the economy and markets, and he is frequently quoted by national media outlets. His professional affiliations include the Investments & Wealth Institute and the American Institute of Certified Public Accountants. Baird is located in the firm’s Kalamazoo, Mich. office.
capital markets
Markets Rattle as Russia Attacks Ukraine
As the world reacts to Russia’s attack on Ukraine, financial experts provide perspectives on what these events mean for the global economy, policy and the capital markets.
Alternatives
Alternatives for a Yield-Starved World
In the face of low rates, yield-oriented alternative investments may be a viable solution for fixed income investors.
2021
Financial Planning: 10 Opportunities for 2021
How can you optimize your financial plans for 2021? Financial experts think these 10 ideas have potential for success—if you get started soon.
2021
Vantage Point 2021: Investing in Uncertain Times
Financial expert Jim Baird examines the current outlook through multiple lenses, identifying key risks and catalysts for the market in 2021 and beyond.
