The Naleid McGuire Group, Baird Private Wealth Management

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, ...

Nothing like Wisconsin State Fair cream puffs. A little treat for the team.

Selloffs are not fun, but they are part of the investing process: the average intra-year drawdown for the S&P 500 over the last four decades is 14%. Perhaps Morgan Housel said it best: “every past market decline looks like an opportunity; every future decline looks like a risk.” Stay the course.

In the Markets Now: The Selloff The selloff in global stocks over recent days has been sharp and swift, with volatility spiking to levels unseen since 2020.

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...

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...

Sponsoring Lake Bluff Elementary School's Hot Dog Day was a great way to celebrate the end of the year! All students received t-shirts and hot dogs, making it a fun and memorable picnic to kick off summer.

This May 29, take some time to brush up on the flexibility around 529 plans. Even if your child doesn’t go to college, you still have options to put those funds to good use.

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...

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...

We had a great time packing boxes (640 total) at the Hunger Task Force, Inc. yesterday!

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...

Our team is proud to share that SHARP Literacy was announced as a 2024 recipient of the Paul Purcell "Kids Win!" Grant, which will ensure that hundreds of Milwaukee kids benefit from SHARP's STEAM-based programming.

Tom Naleid and his wife Brittany Lopez Naleid (Board Member of Sharp Literacy), have been dedicated volunteers with the organization and were instrumental with the grant application process. Please join us in congratulating SHARP Literacy on this wonderful accomplishment!

We’re proud to announce the recipients of the 2024 Paul Purcell “Kids Win!” Annual Baird Education Grant in honor of our former Chairman & CEO, who was passionate about access to quality education for all.

Congratulations to all 18 of this year’s grant recipients, including Boys Hope Girls Hope of Baltimore, CareerSpring, College Possible Chicago, Colorado UpLift, Cristo Rey Jesuit H.S., Chicago, IL, Junior Achievement of Southwest Florida, Inc., Kids On Point, Nativity Jesuit Academy, Rainier Scholars Tacoma, Saint Martin de Porres High School, SecureFutures, SHARP Literacy, St. Augustine Preparatory Academy, The Cabbage Patch Settlement House, The Neighborhood Academy, University of Alaska Foundation, VOCEL, and Working In The Schools - WITS.

Learn more: https://bit.ly/3UwniyN

"As you drive west on Kilbourn Avenue and cross the bridge over the Milwaukee River, you quickly see the dramatic results of the project, with the expanded building towering over the street. It adds what Wisconsin Center District CEO Marty Brooks says is a "wow factor" for the project and the city."

Convention center expansion long time coming, but impact will be felt for years - Milwaukee Business Journal You cannot overstate what the convention center expansion project will mean to Milwaukee's economy.

Strategas Research Analyst Thomas DiFazio stops by to discuss a handful of the firm’s recent sector allocation changes: upgrades to Energy, Materials, and Utilities, and downgrades to Consumer Discretionary and Health Care.

Market Strategy Weekly - April 26, 2024 Strategas Research Analyst Thomas DiFazio stops by to talk through a handful of the firm’s recent sector allocation changes: upgrades to Energy, Materials, a...

Bucks in 4!!!

Live look from the Eclipse viewing! Thanks for the safety gear Baird!

Strategas Research Associate Brandon Fontaine discusses the recent Strategas Leading Indicator of Manufacturing survey, how the results compare to the broader industry data, and what it means for the rate-sensitive manufacturing sector over the coming years.

Market Strategy Weekly - April 5, 2024 Strategas Research Associate Brandon Fontaine discusses the recent Strategas Leading Indicator of Manufacturing survey, how the results compare to the broade...

We love supporting the Alzheimer’s Association Wisconsin Chapter!

Strategas Washington Research Analyst Jeannette Lowe discusses the tax bill being debated in Congress before explaining how President Biden’s fiscal 2025 budget proposal intersects with the budget deficit and expiring 2017 tax cuts.

Market Strategy Weekly - March 22, 2024 Strategas Washington Research Analyst Jeannette Lowe discusses the tax bill being debated in Congress before explaining how President Biden’s fiscal 2025 bud...

Strategas Research Analyst Thomas DiFazio describes some of the key indicators—from trend work to earnings breadth to credit spreads—that his team watches as they formulate their recommended asset allocations.

Market Strategy Weekly - March 15, 2024 Strategas Research Analyst Thomas DiFazio describes some of the key indicators—from trend work to earnings breadth to credit spreads—that his team watches as...

Strategas Technical Strategist Todd Sohn walks us through a handful of timely market topics, including whether the market is just “Big Tech,” whether sentiment is getting too aggressive, and how to think about the languishing Chinese stock market.

Market Strategy Weekly - March 8, 2024 Strategas Technical Strategist Todd Sohn walks us through a handful of timely market topics, including whether the market is just “Big Tech,” whether sentime...

Strategas Head of Fixed Income Research Tom Tzitzouris explains what is driving his outlook for long-term bond yields (inflation, supply, and more) before diving into what credit spreads are telling him about the potential for economic weakness.

Market Strategy Weekly - February 23, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris explains what is driving his outlook for long-term bond yields (inflation, supply, and more) before di...

Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity market performance to the policy levers likely to be pulled in the reelection efforts. A must-watch.

Market Strategy Weekly - February 16, 2024 Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity mark...

Strategas Research Analyst Thomas DiFazio discusses the firm’s multitude of recent sector and global asset allocation changes before diving into what investing styles have worked (and which ones haven’t) in past presidential election years.

Market Strategy Weekly - January 19, 2024 Strategas Research Analyst Thomas DiFazio discusses the firm’s multitude of recent sector and global asset allocation changes before diving into what investi...