Galbraith Group Baird

Strategas Investment Strategist Ryan Grabinski looks at rate cut expectations and which sectors historically perform well once the Fed starts cutting. He also shares his thoughts on earnings expectations for the stock market in 2025.

Market Strategy Weekly - September 13, 2024 Strategas Investment Strategist Ryan Grabinski looks at rate cut expectations and which sectors historically perform well once the Fed starts cutting. He als...

Strategas Head of Technical and Macro Research Chris Verrone walks us through a high level look at the market today – what he’s learned from the recent bout of volatility, where leadership lies, and how he’s thinking about interest rates and the U.S. dollar.

Market Strategy Weekly - September 6, 2024 Strategas Head of Technical and Macro Research Chris Verrone walks us through a high level look at the market today – what he’s learned from the recent bout ...

Strategas Chief Economist Don Rissmiller looks at some higher-level economic ideas – the status of the labor market, the Federal Reserve’s long-term interest rate target, and the impact of recent worker productivity data.

Market Strategy Weekly - August 30, 2024 Strategas Chief Economist Don Rissmiller takes a look at some higher level economic ideas – the status of the labor market, the Federal Reserve’s long-term i...

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down how the recent stock market volatility interacts with the bond market. He also dives into the labor market, the Federal Reserve, and the overall economic outlook.

Market Strategy Weekly - August 23, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris breaks down how the recent stock market volatility interacts with the bond market. He also dives into ...

Strategas Investment Strategist Ryan Grabinski breaks down the recent volatility in equity markets before closing the book on the second quarter earnings season and giving an outlook for Federal Reserve interest rate cuts.

Market Strategy Weekly - August 16, 2024 Strategas Investment Strategist Ryan Grabinski breaks down the recent volatility in equity markets before closing the book on the second quarter earnings sea...

Strategas Chief Economist Don Rissmiller breaks down the big questions facing the U.S. economy: what are the odds of recession, is the Fed behind the curve, and what is he watching in coming months to get a read on things?

Market Strategy Weekly - August 9, 2024 Strategas Chief Economist Don Rissmiller breaks down the big questions facing the U.S. economy: what are the odds of recession, is the Fed behind the curve, ...

Strategas Research Associate Brandon Fontaine breaks down recent manufacturing data (including proprietary survey work by Strategas), looks at its impact on U.S. corporate earnings, and checks in with supply chain issues overseas.

Market Strategy Weekly - August 2, 2024 Market Strategy Weekly – August 2, 2024Strategas Research Associate Brandon Fontaine breaks down recent manufacturing data (including proprietary survey work...

Strategas Head of Macro and Technical Research Chris Verrone discusses the recent rotation in the market towards Small-caps and Cyclicals, the case for Financials, and the outlook for Gold over the rest of the year.

Market Strategy Weekly - July 19, 2024 Strategas Head of Macro and Technical Research Chris Verrone discusses the recent rotation in the market towards Small-caps and Cyclicals, the case for Finan...

Strategas President Nicholas Bohnsack discusses how the earnings picture is shaping up ahead of the Q2 reporting season, how Strategas looks at Value vs. Growth, and how to think about AI at this point in time.

Market Strategy Weekly - July 12, 2024 Strategas President Nicholas Bohnsack discusses how the earnings picture is shaping up ahead of the Q2 reporting season, how Strategas looks at Value vs. Gro...

It has been an exciting year for The Galbraith Group! Gerald Galbraith, the founder of our team is celebrating his 60th year in the industry continuing to bring invaluable experience and mentorship. Cathie Galbraith Coleman, CFP® is entering her 20th year and celebrates 5 ½ years of being Managing Director and leader of the team at Baird. We also recently added Allie Wilkins to our team to take over the client service role.

As we continue to grow to best serve our clients, we are pleased to announce that Amy Hall, CFP® will now be a Financial Advisor on our team. Amy has been with our team for two years and has already demonstrated that she is a great fit for our client-first culture. In addition to her extensive education and training, she recently graduated from Baird’s Financial Advisor Training Program and has mentored under Cathie to achieve her Certified Financial Planner™ certification. Her skills and experience will greatly enhance the capabilities and services our team can provide. We’re all incredibly proud of Amy and hope you will join us in congratulating her on this tremendous achievement.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what he is seeing out of China, and one big thing that he’ll be watching going forward.

Market Strategy Weekly - June 14, 2024 Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what h...

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Now that we’re in a bear market, what should young investors do next?

BairdNext Insights: What is Different About This Bear Market Worried about what a bear market might look for you? Here are a few financial points to consider.

Having a financial plan is great – but if you don’t have a plan for your company stock, you could be leaving money on the table.

Equity Compensation: Beyond Benefits With the right planning, your equity compensation can be a cornerstone of your financial future.

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

Cathie and Amy attended the Baird Women Advisors summit in Charleston, South Carolina last week. They were able to network with other advisors, learn from some of the best in the industry, and gain valuable insights to help us serve our clients better. As two Certified Financial Planner professionals, Cathie and Amy are always seeking to advance their knowledge to best help you plan for your future.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Ever wonder if the various types of debt are helping or hindering your financial plan? Read about these six types of debt and how to use them to your advantage.

A Young Adult's Guide to Debt Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

We all want what’s best for our kids, but you want them to learn the value of money too.

How Much Should You Support Your Kids in College?

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack walks through a few key fundamental drivers of equities – inflation, interest rates, earnings – and also discusses the firm’s recent decision to add to developed market international stocks.

Market Strategy Weekly - May 24, 2024 Strategas President and Head of Portfolio Strategy Nicholas Bohnsack walks through a few key fundamental drivers of equities – inflation, interest rates, ear...

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

Kicking yourself for missing out on some big tech IPOs? Don’t – making the right call is a lot harder than it looks.

Amazon, Tesla and Hindsight Bias “In looking back, I knew it all along.”

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works.

Strategas Head of Fixed Income Research Tom Tzitzouris discusses the recent inflation data and the bond market’s response before diving into how the market is handling new Treasury supply and what “higher for longer” actually implies for bonds.

Market Strategy Weekly - May 17, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris discusses the recent inflation data and the bond market’s response before diving into how the market i...

American women earn on average 82 cents for every dollar earned by men, which adds up over the course of a career to more than \$400,000. Why does this happen? And will we ever move past it?

Inside the Gender Wage Gap Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens

Whether it’s leaks or hacks or cyberattacks , protecting your personal and financial data is getting harder by the day. Here’s what you can do to keep prying eyes out.

Keep Your Private Information Private Here are some easy steps you can take to keep your personal information away from prying eyes.

How much should young investors fear inflation or rising interest rates?

BairdNext Insights: Responding to Inflation Concerned about interest rates and inflation? Here are key points for young investors to consider about the financial future.

Strategas Technical Strategist Todd Sohn walks us through how his team determines whether a market pullback is healthy or concerning, how he gauges the state of the consumer, and what his team’s flow research suggests about investor positioning.

Market Strategy Weekly - May 10, 2024 Strategas Technical Strategist Todd Sohn walks us through how his team determines whether a market pullback is healthy or concerning, how he gauges the state...