The Smith Colangelo & Vassar Group - Baird Private Wealth Management

06/05/2026

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.

Strategas Chief Investment Strategist Jason Trennert analyzes the r...

05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

05/22/2026

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...

05/15/2026

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher oil prices, and what a new Federal Reserve chair means for monetary policy.

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher...

05/14/2026

05/10/2026

Happy Mother’s Day 🌷

Celebrating all moms today—thank you for everything you do, seen and unseen. Wishing you a day filled with love and appreciation.

05/08/2026

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates might mean for stocks and whether the greatest threat to AI could be political in nature.

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...

05/01/2026

Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.

1 like. "Market Strategy Weekly – May 1, 2026"

04/27/2026

Congratulations to Michael Smith who was recently recognized by Shook Research as a 2026 FORBES Best-In State Wealth Advisors published on 4/7/26. Rankings based on data as of June 30, 2025.