The SBS Group - Baird Private Wealth Management

Today marks a special milestone — Theresa Boyd Baird's 25th work anniversary at Baird and with our team! Congratulations to Theresa, on her many amazing accomplishments!

Anyone else remember what it was like in 1999?

- Trading happened based on fractions (16th’s to be precise) not with decimals.
- Investors were worried about interest rate hikes, and the 30-year US Treasury had a yield of 6.23%
- There were concerns about the dollar and about Russia (some things never change).
The trendy stock picks include some now obsolete names: MCI WorldCom, Excite@Home, America Online (AOL), Gateway. As well as some we still know and love: AT&T, Dell, Microsoft.
- And on this day 25 years ago, the Dow was at 10707.70, after going over 40000 for the first time this May it opened at 39408.06 today.

A message from Theresa: I want to extend my deepest thanks to everyone who has been part of this ride. I could not imagine spending the last quarter of a century anywhere else. Thank you all for being part of this remarkable adventure with me! Here’s to many more years of success, growth, laughter, and of course bunny ears. -Theresa

Happy graduation day, Ashley!

We would like to extend a big congratulations to our intern, Ashley Wade who is now officially a college graduate!

Ashley earned her Bachelor’s degree in Finance and a concentration in Applied Investment Management from Marquette University. We're pleased to announce that after graduation she's joining our team as a Client Assistant.

Congratulations and Welcome, Ashley!

We had a great time at Baird's High Performing Team Conference in San Antonio. After growing a lot in recent years this was an invaluable opportunity to align our team goals and plan for the future. Plus, we enjoyed some seriously delicious Texas BBQ!

Does your cover you if you get into an accident with an uninsured driver?

Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Insurance can often be viewed as a “set it and forget it” but as life changes, so do your insurance needs. Learn more about who should consider insurance planning, and how to get started.

Perspectives on Insurance Planning Insurance can often be viewed as a “set it and forget it” but as life changes, so do your insurance needs.

What’s the difference between a General Obligation bond and a Revenue bond?

All Muni Bonds Are Not Created Equal Gaining a better understanding of municipal bonds makes more sense than ever.

Mike Antonelli discusses how anxiety can affect rational thought and how a recent bank failure has sparked a wave of anxiety for investors.

Even low inflation rates can pose a threat to investment
returns.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.

Life and Death of a Twenty Dollar Bill How long does a $20 bill last?

Congratulations to Alex Smith for being elected to the Better Business Bureau of Wisconsin Board of Directors! The BBB Team and business community are lucky to have your support in fostering a fair and robust marketplace in Wisconsin.

We are proud to share that our team has been ranked as one of the Best in State Wealth Management Teams in Wisconsin by Forbes! To learn more about this achievement, please visit the link below. https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=7a3a225d76f2

Join Baird Investment Strategy Analyst, Ross Mayfield, for an informative discussion on how to prepare for the markets in 2023 with topics including the U.S. labor market, monetary policy changes and more.

Baird Wealth Strategies Baird's Wealth Strategies program provides live education and insights on timely wealth management topics.

Happy birthday to Lindsay Schmeda! Lindsay works directly with our clients to ensure all of their needs are addressed and taken care of. She loves that her work gives her the ability to grow relationships with them over time. Lindsay's favorite place to travel with family is Disney. If you have not had the chance to speak with Lindsay, hopefully you will soon because she spreads a little sunshine just about everywhere she goes!

We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Grabinski, Strategas investment strategist.

Market Strategy Weekly - December 16, 2022 We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Gra...

Happy birthday to Emily Raychel. Emily is a Senior Client Specialist on the team and enjoys being able to interact with and assist our wonderful clients on a daily basis. Outside of work, she competes in bike races with her husband Adam and daughters Jenny and Eva. Emily - thank you for your consistent dedication to putting your clients and team members first. We appreciate you!

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, and why U.S. productivity has been so down in recent quarters.

Market Strategy Weekly - December 9, 2022 Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, ...

Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023.

Market Strategy Weekly - December 2, 2022 Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023. Nicholas is President and Head of P...

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!

Recording Available: Baird Wealth Strategies - Year-End Tax Planning

Recording Available! November Baird Wealth Strategies: Year-End Tax Planning This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November. It a...

Taking stock of the equity market, Strategas Head of Macro and Technical Research Chris Verrone describes why the current environment is so disorienting, what the implications are, and where he has the highest conviction as of today.

Market Strategy Weekly - November 18, 2022 Strategas Head of Macro and Technical Research Chris Verrone takes stock of the equity market. He describes why the current environment is so disorienting, ...

Strategas Technical Strategist Todd Sohn breaks down how he sees the market today. Todd first discusses the ongoing regime shift from Growth to Value (and whether or not he believes it can stick) before touching on Gold’s uncertain outlook.

Market Strategy Weekly - November 11, 2022 Strategas Technical Strategist Todd Sohn breaks down how he sees the market today. Todd first discusses the ongoing regime shift from Growth to Value (and wh...

Happy Veterans Day to all those who have served and who continue to serve. We are grateful for your service and sacrifice.

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Fed decision, comments on Powell’s remarks, and analyzes how fixed income markets could be impacted.

Market Strategy Weekly - November 4, 2022 Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Fed decision, comments on Powell’s remarks, and analyzes how fixed income ...

Strategas Investment Strategist Ryan Grabinski takes us through a grab bag of questions facing the market, including why liquidity could be an issue, how earnings season is faring thus far, and what’s next at the Federal Reserve.

Market Strategy Weekly - October 28, 2022 Strategas Investment Strategist Ryan Grabinski takes us through a grab bag of questions facing the market, including why liquidity could be an issue, how ear...

We are hiring! Do you know someone with experience in Marketing, project management and customer service? If so, please share and have them reach out to us!

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Strategas Washington Research Analyst Jeannette Lowe breaks down two key major themes of note: an increasing focus on energy independence in the US and the impact of deglobalization on US-China relations and the domestic Tech sector.

Market Strategy Weekly - October 21, 2022 Strategas Washington Research Analyst Jeannette Lowe breaks down two key major themes of note: an increasing focus on energy independence in the US and the i...

Webinar Recording Available!
Baird Wealth Strategies: Medicare

Recording Available! Baird Wealth Strategies: Medicare Baird’s Financial Planner, Chris Dolan, and Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepar...