Keith Epstein, CFP - Baird Private Wealth Management

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 ...

Are you a new empty nester? As your kids become independent, how can you use your newfound financial freedom? Now is a key time to reflect on your own goals.

Tips for the Empty Nester Investor For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?

You and your intended may be focused on the planning and expenses that come with a wedding, but there are key planning moves to ensure you’re on the right track to a financially stable marriage.

7 Steps to Take When Tying the Knot Financial tips for newlyweds.

Please also join us in welcoming Financial Advisor and Director, Matt Tucker and Client Assistant, Stephanie Tegtmeier to our Kansas City, MO branch office. Matt and Stephanie join us from Sanctuary Wealth. Matt has more than 28 years of experience.

Please join us in welcoming Financial Advisor and Vice President, Brad Spencer and Client Assistant, Jordan Spencer to our Minnetonka, MN branch office. Brad joins us from RBC with more than 25 years of experience.

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, ...

The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

Bull & Baird: What Gets Attention is Rarely Valuable

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.

You can only pick two... Value, Price, and Quality. Some like to invest on their own due to price...it is times like this where value and quality shine.
https://www.wideopencountry.com/multiple-brokerages-reportedly-down-and-experiencing-errors-following-stock-market-woes/

Multiple Brokerages Reportedly Down And Experiencing Errors Following Stock Market Woes The global stock market is experiencing turmoil and historic downs as fear of recession looms. Now, several major brokerages are down.

Eight Reasons for a Financial Plan Why Everyone Can Benefit

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...

Interesting day for Janney. Not all privately held firms are the same. At Baird over 80% of our associates are shareholders and unlike many privately held firms, our shares are widely held and we believe that is when it works best. In fact, the Executive Committee owns less than 10% of the total shares of the company.

KKR to Acquire Janney Montgomery Scott from Penn Mutual KKR, a leading global investment firm and The Penn Mutual Life Insurance Company (“Penn Mutual”) today announced the signing of a definitive agreement

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...

Huge shoutout to the Baird IT department for getting us back up and running yesterday in a very short period of time. Great job!

Love where you work!!
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We're excited and proud to announce that our incredible company culture has earned us a spot on the Great Place to Work US Fortune Best Workplaces for Millennials 2024™ list! See what our associates had to say about our awesome workplace culture: https://bit.ly/3S9KHpe

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...

How to Shop Safely During July’s Amazon Prime Day

Prime Day 2024 is July 16-17. New data from the FTC shows that Amazon is among the top four most frequently impersonated companies. Bad actors use deceptive tactics such as phishing emails, text messages, fake websites, malicious pop-ups, and social media posts to steal your money and trick you into sharing your personal information.

Here is how to protect yourself from scams.

Use a credit card rather than a debit card when shopping online.

Credit card companies often offer the option to withhold the transaction in case of any fraud regarding your online purchase.

Keep an eye on your bank statements and transaction history.

Avoid saving your credit card information in your browser as this increases the risk of your information being stolen.

To manage and delete credit card information stored in your browser:

Chrome: click the three vertical dots in the top right corner > hover over the passwords and autofill dropdown > payment methods.

Edge: click the three horizontal dots in the top right corner > settings >under profiles, scroll to Microsoft Wallet > payment info.

Safari app on your Mac > settings > autofill > credit cards >
edit and follow onscreen instructions.

If you decide to buy a product advertised on social media, never click on the post or link. Instead, look up the product and company name on your web browser to help you identify a valid vendor of the product.

Before making an online purchase, confirm that the website is secure.

Secure websites have an “s” at the end of the http in the URL and look for a lock icon on the far-left side of the address bar - signifying a secure connection.

If you visit a site with known safety issues, the browser will usually give a warning that your connection is not private.

Consider reading product reviews before making a purchase from a new website.

Fill in your personal information each time you make a purchase rather than storing your passwords.

To manage and delete passwords stored in your browser:

Chrome: click the three vertical dots in the top right corner > hover over the passwords and autofill dropdown > Google Password Manager.

Edge: click the three horizontal dots in the top right corner > settings > under profiles, scroll to Microsoft Wallet > passwords.

Safari: menu > settings (or preferences) > passwords > enter your password > select a website > show details button.

Installing a trustworthy anti-virus and anti-malware software will prevent hackers from injecting malware into your device.

Be aware of unsolicited text messages regarding a recent order or shipment. Do not click the link or respond to the message. Instead, log into your Amazon account to verify and update any required information.

Never click on a link that you are not 100% sure came from Amazon and be sure to keep track of what has been ordered and it’s expected arrival.

We hope you have a safe shopping experience this Prime Day!

Please join us in welcoming Financial Advisor and Senior Vice President, Matt Langham, and Senior Client Specialist, Cristina Phillips, to our Baird Toledo branch office. Matt and Cristina join us from Wells Fargo Advisors.

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...

Today is Dare to Dream day, a day for giving to kids with blood cancer.

The truth: When it comes to pediatric blood cancer, we can do better.

And with only 5% of cancer drugs approved specifically for children, and 80% of kids treated for cancer experiencing chronic health challenges due to their treatment, we must do better.

That’s why TODAY, The Leukemia & Lymphoma Society is holding our first-ever Dare to Dream Day, when EVERY DONATION goes to The Dare to Dream Project—a $175 million initiative created to prioritize, expedite, and fundamentally transform pediatric blood cancer treatment and care.

Give now to have your gift tripled and go directly to Dare to Dream.

When you donate, you’re helping kids benefit from next-generation pediatric blood cancer care. Young patients who need more options, like Henry.

At just three years old, he was diagnosed with B-cell acute lymphoblastic leukemia. Henry underwent 2.5 years of grueling treatment. And because of the lack of treatments specifically for children, a clinical trial that was designed for adults was his best chance for success. Throughout, he somehow remained resilient, brave, and fun-loving—and now he’s in remission.

Kids like Henry deserve better. And YOU can be part of the solution.

Donate today and, thanks to a matching gift from our partners, your gift will be TRIPLED for the first $150,000.

https://givenow.lls.org/campaign/575072/donate?utm_source=sfmc&utm_medium=email&utm_campaign=DareToDreamDay_Email1_20240606_Event&utm_id=535387&sfmc_id=330651239

Please note the direct donation to The Dare to Dream Project and match are only applied to donations via this link and not individual fundraising pages or campaigns. Thank you to all who support LLS!

Donate to The Leukemia & Lymphoma Society Dare To Dream The Leukemia & Lymphoma Society and the Dare To Dream Project is transforming treatment and care for kids with blood cancer. Join me by donating today - https://givenow.lls.org/campaign/575072/donate

Today is our Baird Annual Meeting. Love where you work!
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After some rumblings from the IRS that beneficiaries of Stretch IRAs would be forced to take early distributions, they have decided not to move forward on that – for now. Here’s what you need to know.

Inherited an IRA? Here's What You Need to Know The IRS has deferred a decision on so-called stretch IRAs, meaning beneficiaries are off the hook for the time being.

Please join us in welcoming Financial Advisor, Christopher Otillio, to our Nashville, TN office. Christopher joins us from Wells Fargo Advisors.

Please join us in welcoming Financial Advisor, Joe Sholden, and Client Specialist, Kendall Inman, to our Fort Worth branch office. Joe and Kendall join us from Wells Fargo Advisors.

Land of the Free because of the Brave! Remember & Honor

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...

From credit cards to a HIPAA waiver, here’s how to get your son or daughter started on the right foot as an adult – while keeping some control for yourself as a parent.

Ten Financial Moves to Make When Your Child Turns 18 Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

For week, our Stuart branch organized a food drive as well as Adopted a Crop to assist Martin County’s fight against hunger with nutritious fruits and vegetables! Each adoption supports the planting, maintenance, and harvesting of that crop for a full year.