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Insights and Education

Wealth Management Perspectives

Dealing with a Setback Thumbnail

Dealing with a Setback

Let me tell you a story of how bad of an investor I am. In 2006 our son was born. We tried forever to have him and when he arrived, our family was filled with joy. Little did I know what was about to happen to the World.

Bull and Baird
Baird Gives Back Thumbnail

Baird Gives Back

On May 17th, Our team along with other Baird associates had the opportunity to work with the organization SOLVE (https://www.solveoregon.org/) and help clean up Ivy.

Planning Moves for Volatile Times Thumbnail

Planning Moves for Volatile Times

Between the return of inflation, continuing COVID shocks, and geopolitical instability, many investors have girded themselves for volatility continuing into the foreseeable future. Fortunately, there are steps you can take to help protect your assets against sudden, unpredictable moves in the markets and the economy. Here are a few ideas to keep in mind:

Financial Planning Markets
What To Do After Losing a Loved One Thumbnail

What To Do After Losing a Loved One

The grief and stress following the loss of a loved one can be overwhelming. And if you’re the executor of your loved one’s estate, it can be even more difficult, as there are documents to gather, institutions to notify and property to secure. To alleviate the stress of this difficult time, break down your tasks into manageable steps and lean on the professionals in your corner.

Estate Planning
Strategas - Addressing Recent Market Volatility Thumbnail

Strategas - Addressing Recent Market Volatility

To help us put the recent market volatility and geopolitical uncertainty into context, Strategas Chairman and CEO Jason Trennert sat down to answer questions related to the Ukraine-Russia conflict, the Fed’s plans to address inflation, and the outlook for the remainder of 2022 in Addressing Recent Market Volatility