The Adams Sams & Schieman Group - Baird Private Wealth Management

07/23/2024

Congratulations to Financial Advisor, Eric Schieman on his recent engagement!

Wishing you both a lifetime of happiness! 🤍

01/19/2024

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.

Strategas Research Analyst Thomas DiFazio discusses the firm’s multitude of recent sector and global asset allocation changes before diving into what investi...

12/21/2023

On the heels of the Fed’s dovish pivot, Strategas Chief Economist Don Rissmiller talks through the odds of a soft landing. He dives into how the Fed is thinking about rates in 2024 and what he’s watching in the economy to gauge whether a recession is looming.

On the heels of the Fed’s dovish pivot, Strategas Chief Economist Don Rissmiller talks through the odds of a soft landing. He dives into how the Fed is think...

12/15/2023

Strategas Technical Strategist Todd Sohn talks through the implications of massive money market fund inflows, some unloved and enticing sectors for 2024, and whether the concentration at the top of the market matters in the end.

Strategas Technical Strategist Todd Sohn talks through the implications of massive money market fund inflows, some unloved and enticing sectors for 2024, and...

12/11/2023

Strategas Head of Fixed Income Research Tom Tzitzouris discusses recent developments in the U.S. economy and how those developments are reflected in Treasury rates and expectations for the Federal Reserve in 2024.

Strategas Head of Fixed Income Research Tom Tzitzouris discusses recent developments in the U.S. economy and how those developments are reflected in Treasury...

12/11/2023

Our Baird Cincinnati office has been busy being Santa’s helpers to collect and wrap gifts for Bethany House Services.

12/01/2023

Strategas Investment Strategist Ryan Grabisnki talks through the better-than-expected third-quarter earnings season before discussing the state of the U.S. consumer and labor market on the heels of another strong Black Friday.

Strategas Investment Strategist Ryan Grabisnki talks through the better-than-expected third quarter earnings season before discussing the state of the U.S. c...

11/28/2023

When you’re planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give.

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

11/23/2023

May your table be filled with family and gratitude this season. All year long, but especially during this season, we’re grateful for our wonderful clients! Happy Thanksgiving from all of us!

11/21/2023

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest.

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

11/20/2023

11/17/2023

Strategas Research Analyst Thomas DiFazio walks us through recent changes to the firm’s sector and global asset allocation framework before discussing whether the market’s recent rally changes the outlook.

Strategas Research Analyst Thomas DiFazio walks us through recent changes to the firm’s sector and global asset allocation frameworks before discussing wheth...