The Fischetti Barry Family Wealth Planning Group - Baird

12/30/2022

Consolidating your accounts in one place isn’t just more convenient -it can help you more efficiently manage your assets. Here’s how.

Convenience and Efficiency

12/29/2022

We hope you, your family, and our clients and associates around the world have a joyful holiday season!

12/23/2022

What should investors watch for in 2023? We sat down with Strategas analysts and our own wealth planning experts to talk inflation, taxes and planning opportunities for the new year.

Inflation. Legislation. Deglobalization. These are just a few areas we cover in our outlook of the financial markets and legislative policy, with insights fr...

12/22/2022

How can families embrace the future without letting go of the past? Melanie Schmieding, CTFA and Director of Baird Family Wealth, offers her advice on uncovering family values.

Uncover Your Family’s Values

12/17/2022

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 Grabinski, Strategas investment strategist.

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...

12/15/2022

No one decides to become a doctor because they want to run a small business, but that’s exactly what many physicians end up doing. Here’s how to make to ensure your practice runs smoothly.

Keep Your Practice Healthy

12/14/2022

In this issue of our Wealth Management Mailbag, our wealth experts discuss what they learned in 2022 and what would need to happen for a bull market to emerge in 2023.

2023 Outlook and Lessons from 2022

12/13/2022

“Is now a good time to sell my business?” A recent panel Baird’s Business Owner Solutions group outlined important considerations for business owners as they explore selling their businesses.

A panel of experts discuss the ingredients of a successful transition of a privately held business.

12/10/2022

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.

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, ...

12/09/2022

A hearty congratulations to Laura Thurow, Baird’s Executive Director of Wealth Solutions and Operations, and Katie Costigan, Market Director, who were recently honored as ‘Women to Watch Allyship Champions’ by . The Allyship Champion award recognizes women who demonstrate exceptional allyship for women within their workplace, industry, and community. https://bit.ly/3HkIYZF