The Schutz Perigo Group – Baird Private Wealth Management

Thank you to everyone who helped make our annual Log Inn events yesterday another huge success! We had over 300 clients attend between lunch and dinner. Our guest speakers Michael Antonelli and John Watkins spoke about elections, the economy, and Baird Trust's Large Cap Equity strategy.

This is our 19th year having this event at the Log Inn (the oldest restaurant in the state of Indiana). To show our appreciation we framed the recent Evansville Living article about the restaurant and presented it to the owners. We hope to be back again next year!

Congratulations to David Perigo who was recently recognized by Shook Research as a 2024 FORBES Top Next-Gen Wealth Advisor Best-in-State published on 8/8/24! This is David's second consecutive year on the list.

You can learn more about David and our team on our website: https://schutzperigogroup.bairdwealth.com/

To learn more about the award and the methodology used:
https://www.forbes.com/sites/rjshook/2024/08/08/methodology-americas-top-next-gen-wealth-advisors-2024/

Rankings based on data as of 3/31/24.

Schutz Perigo Group | Baird Private Wealth Management We're Passionate About Educating You. David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much... key financial

Our Family Fun Day is this Sunday, May 5th. We look forward to seeing those of you who RSVP’d! The forecast is looking great so far, but we have full access to indoor facilities if things change.

As a reminder, the event runs from 11:30am-4:00pm. Lunch will be served from noon-2:00pm.

Come rain or shine we will see you there!

Congratulations to John Schutz for being recognized by Shook Research as a 2024 Forbes Best-In-State Wealth Advisor. This is John's 4th year in a row on the list and another year in the top 10!

Rankings were published on 4/3/24 and based on data as of 6/30/23.

Our spring newsletter was just released today! Topics this quarter include:
Did you know facts
John's recent awards
Updates from around the office
David throughout the years
Summer facts, tips, & tricks
Family updates outside the office

You can find this spring edition, as well as all of our newsletters from the past, on our website at:

Newsletters The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

John and David had the privilege of participating in meetings last week in Louisville at Baird Trust's headquarters. They had the opportunity to meet with the leadership team and hear from portfolio managers of Baird Trust's investment strategies.

They were also asked to speak to a group of other Baird financial advisors from around the country about how our group and our clients benefit from the capabilities of Baird Trust. Thank you to everyone who helped make it a success!

Congratulations to John Schutz who was recently recognized by Barron's as a 2024 Top 1,200 Financial Advisor published 3/11/24! Rankings based on data as of September 30, 2023.

You can learn more about John and our team at https://schutzperigogroup.bairdwealth.com/

Schutz Perigo Group | Baird Private Wealth Management We're Passionate About Educating You. David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much... key financial

We had the pleasure of touring the progress of 110 Main St. last week! Our project manager is extremely confident that everything will be done for our *official* move in date on October 23rd. We can't wait to share the final update with you all!

We are just 3 weeks away from our scheduled move in date back to 110 Main St! We will continue to keep you up to date as the progress continues!

Things are starting to come together at 110 Main St! The second floor is looking like a real office again, and work is continuing on the mezzanine and first floor. With a move in date of October 23rd (fingers crossed), things are going to move quickly! We will continue to keep you updated as we know more.

The progress at 110 Main St. is really starting to show! Stay tuned for another renovation update later this week!

Plan now for your future!
Learn more at USI.edu/passporttoretirement

Our fall Social Security classes at USI begin this Thursday, and our Passport to Retirement classes begin in early October. If you or your family/friends are interested in attending please pass this along to them. Thanks

Get your questions answered! Class begins September 21!
Learn more at USI.edu/socialsecurityplanning

Our group had a great time hosting nearly 350 clients at our annual Log Inn lunch and dinner events this week. The room was completely full for both events. Thank you to everyone who could make it, and we'd like to welcome all of our new Facebook followers!

Congratulations to David Perigo for recently being named a 2023 Forbes Top Next-Generation Wealth Advisor Best-In-State by Shook Research! He was one of only 26 Wealth Advisors from Indiana to receive this recognition. This was published on August 8, 2023 based on data as of March 31, 2023. This month also marks David's 10th anniversary with Baird / Hilliard Lyons.

To learn more about David and our team please visit our website at:

Schutz Perigo Group | Baird Private Wealth Management We're Passionate About Educating You. David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much... key financial

Our office arranged a beam signing for all employees to attend and see the latest updates in person! There is some beautiful Baird blue paint on the walls and the space already feels bright, clean and inviting. We are told that mid September could be our move in date, but we will keep you updated as we know more.

We have more progress photos to share from the renovation! The walls are going up, making everything look more like an office again.

To highlight the renovation progress, we decided to do a special "Transformation Tuesday" post! Comparing these pictures really puts into perspective how much has been accomplished. We can't wait to see how everything looks once it's complete!

We had the opportunity to attend a luncheon yesterday hosted by First Trust. One of the highlights was hearing Chief Economist Brian Wesbury speak about the current state of the economy and where he believes things are heading. Brian has been an extremely valuable resource for our team and our clients over the years, and we were thankful for have the opportunity to hear from him in person again.

The renovation project is moving quickly! Here are the latest progress updates.

Our Baird office is undergoing a complete renovation and it is amazing what they have accomplished in just under 2 months! For those of you that are familiar with the office, you can see what John & Felicia's old office spaces have transformed to. We will continue to keep you updated so that we can all share in this excitement together!

Congratulations to John Schutz for once again being named a Best In State Wealth Advisor by Forbes and #14 in the state of Indiana! This is his 3rd consecutive year on the list. This was published on April 4, 2023 based on data as of June 30, 2022.

Last month he was recognized by Barron's as a 2023 Top 1,200 Financial Advisor nationally! He was one of only 18 Financial Advisors who made the list from Indiana. Those rankings were published March 10, 2023 based on data as of September 30, 2022.

To learn more about John and our team please visit our website at https://schutzperigogroup.bairdwealth.com/team

Schutz Perigo Group | Baird Private Wealth Management We're Passionate About Educating You. David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much... key financial

While we have been getting comfortable at our temporary location, construction has been in full swing over at 110 Main Street! Here are some photos of the demolition progress they have made so far. We will be sharing more updates as we have them, so be sure to like our page so you can see the latest from our renovation!

Congratulations to John Schutz who was recently recognized by Barron's as a 2023 Top 1,200 Financial Advisor nationally! This is his 3rd consecutive year on the list.

He's one of only 18 Financial Advisors who made the list from Indiana, and one of only 2 located south of Indianapolis.

To learn more about John and his team please visit our website at https://schutzperigogroup.bairdwealth.com/team

Rankings were published on March 10, 2023. Rankings are based on data as of September 30, 2022.

The Schutz Perigo Group – Baird Private Wealth Management Securities and Investment advisory services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker-Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Visit my Hilliard Lyons website or Hilliard.com for states in which I am registered. For additional disclosures, visit disclosures.hilliard.com.

Our team was honored to be chosen to participate in Baird's very first "High Performing Teams" retreat hosted in Lake Tahoe, CA last month! Considering only 20 teams were chosen to participate out of over 800 at Baird, we truly were surrounded with some great, like-minded teams.

A special thank you to all of our clients who continue to put their trust in us; because of you, we were able to come together with this elite group. We are very excited to implement everything we learned so we can continue to serve you even better in 2023!

Happy New Year from all of us at The Schutz Perigo Group!

At Baird we’re grateful for the camaraderie of our colleagues, our families and friends, and the opportunity to serve our clients throughout their lives. We hope you enjoy a happy Thanksgiving together!