The Schrieber Group - Baird Private Wealth Management

06/13/2026

Baird’s Director of Advanced Planning Tim Steffen recently joined Morningstar, Inc. Morningstar to discuss how newly introduced “Trump accounts” compare to traditional 529 college savings plans and what the differences could mean for families. https://bit.ly/4e4ZJXC

06/12/2026

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.

Strategas Chief Market Strategist Chris Verrone breaks down what th...

06/12/2026

Please join me in congratulating Anthony Manfrin on becoming fully registered and successfully completing the Baird Financial Advisor Training Program!

Anthony brings a strong and valuable perspective to our team, shaped by nearly a decade of experience in insurance and risk management. His background has built a strong foundation in financial planning and a well-rounded perspective on helping clients navigate their broader financial lives with clarity and confidence.

We’re excited to have Anthony on board and are confident he will make a meaningful impact through his thoughtful approach and dedication to clients. Congratulations, Anthony!

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...

05/13/2026

We’re proud to announce the recipients of the 2026 Paul Purcell “Kids Win!” Annual Baird Education Grant in honor of our former Chairman & CEO, who was passionate about access to quality education for all.

Congratulations to all 38 of this year’s grant recipients. Learn more here: https://bit.ly/4upjFey

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.

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