In the second week of September our team took the opportunity to head West and attend the Future Proof conference in Huntington Beach, CA and make a quick stop to see some of our clients in Los Angeles. In addition to soaking up some...

The World Keeps Changing…..The Market Does Not…. It seems to feel like there has been a year’s worth of an exciting news cycle and we are only halfway through 2025. Let’s recap the first half of 2025. Election of a new administration...

Trump Trade War 2.0 The market has flipped incredibly quickly as we start the second quarter of 2025 with April 2nd being the infamous “Liberation Day” on the full implementation of tariffs. Frankly, it’s made it challenging to write...

New Year, New You, New Investment Strategy? Starting the new year is always a time to set new resolutions, goals and get a fresh start to the year. However, many wonder if that means you need to get a fresh new investment strategy for...

Take Time Over the Table to have Real Conversations The last three months of the year are typically spent with family over the holidays. While it can get hectic, they are great opportunities for families to connect. If the opportunity...

The 2nd quarter of 2024 continued where the first quarter left off posting a solid 4.3% return, ending the first half of the year up 15.3% on the S&P 500. The biggest difference between 1Q and 2Q was that tech made a strong comeback...

The 1Q of 2024 started off with a bang, the S&P 500 ended up 10.4% through the end of March, the 11th best 1Q start of the market, continuing its climb from 2023. Whats interesting is that the 1Q 2024 returns were not the market...

2023 ended with a bang in the market and frankly took many by surprise at how resilient the market and economy turned out to be.  Heading into the last year inflation, recession, declining earnings, and geopolitical events...

Market Update Through the 3Q of 2023 we have seen surprising resilience in the broad markets of the S&P 500 and Nasdaq.  The remaining major indices we follow for market performance have lagged, which is a result of underweighting...

Strategas Mid-Year Market Outlook  Planning For Life The BVB Group’s Custom Coaching Offering There is more to life beyond financial planning.  In April this year we rolled out our one-of-a-kind...

Will the Bounce Back Last? Investment Account Updates FDIC Protection at Baird FORBES Best in State Advisors Welcome Jaci Barker

Thoughts on the Market - Secure Act 2.0 - Baird Monthly Webinar - Congratulations to Rachel Lazewski!