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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

The Penn Valente Group at Baird

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The Penn Valente Group at Baird

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We enhance & protect client legacies by adding financial clarity & life balance through wealth, tax & estate planning.

11/02/2026

With an upcoming presidential election, it’s tempting to plan for various outcomes to protect your money. In this episode of All That Matters, Ross and Mike explain why that may be a big mistake.

Mike and Ross explain the Big Mistake, and how to avoid it.

10/30/2026

In this issue of our Wealth Management Mailbag, our wealth experts discuss inflation – why it’s lasting so long, and what the Fed is doing about it.

Why is inflation so hard to tamp down, and how does raising rates help?

10/28/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

10/26/2026

From credit cards to a HIPAA waiver, here’s how to get your son or daughter started on the right foot as an adult – while keeping some control for yourself as a parent.

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

10/23/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

10/21/2026

The last time inflation topped 9%, bell-bottoms were king and miles-long gas lines were commonplace. What can the 1970s teach us about inflation today?

Lessons from an age when inflation was anything but groovy.

10/19/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

10/16/2026

Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.

10/14/2026

Just Announced: 2027 Social Security COLA is 3.6%!

The numbers are in…the Social Security Administration announced a 3.6% cost-of-living adjustment for next year, bringing an average increase of about $75 a month to retirees' checks starting in January 2027.

While any increase is welcome news for millions of Americans navigating inflation, many experts point out that higher everyday and healthcare costs mean robust retirement planning is still critical.

If you're curious about how this impacts your financial plan or want to talk retirement strategies, drop a comment.

10/14/2026

You’ve worked hard to build something meaningful. Learn how a multigenerational advisory team helps carry your values and vision forward with care and clarity.

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

Address

8333 Douglas Avenue, Suite 1000
Dallas, TX
75225

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://pennvalentegroup.bairdwealth.com/

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