The Hamilton Group - Baird Private Wealth Management

The Hamilton Group - Baird Private Wealth Management Discover a partner that helps you achieve the things you want for yourself and the people you care about most. Baird & Co.

Securities and investment advisory services are offered by Robert W. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Baird Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how t...
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...

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tec...
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...

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stim...
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...

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist b...
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...

Bittersweet Day! We are moving locations and today is the LAST day in our office in the Train Station. We have loved eve...
04/23/2026

Bittersweet Day! We are moving locations and today is the LAST day in our office in the Train Station. We have loved every second here, but we are so excited for you to see our new space!

We will NOT be in the office Friday, April 23rd but we will be answering the phones from 8:00 am- 3:30 pm. Give us a call at 270-297-3484.

Starting Monday, the 27th, we will be back to normal hours in our new space! 🏢

Financial scams may be far more widespread than many people realize.A recent analysis estimates that Americans lose at l...
04/06/2026

Financial scams may be far more widespread than many people realize.

A recent analysis estimates that Americans lose at least $119 billion annually to scams, a figure significantly higher than official reports suggest. Researchers say the gap exists because many victims never report the crime.

Data from the FBI shows $16.6 billion in reported scam losses in 2024, but studies suggest that only a small portion of cases are actually reported.

Investment-related schemes appear to be the most costly category. These often involve long-running online relationships or messages that eventually encourage victims to send money to fraudulent opportunities.

As technology evolves, scams are becoming increasingly sophisticated, making awareness and caution even more important when responding to unexpected messages, financial offers, or requests for personal information.

If you have any doubt, please contact our team so we can try to help you navigate information regarding your money.

Source:

The estimate builds on numbers from the FBI, which are widely believed to capture only a small fraction of the money lost to scams.

A tax refund can be a welcome surprise, but deciding what to do with it matters.From tackling high-interest debt to cont...
03/23/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.

Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

A little insight from our friend, Ross Mayfield!*wq00eh*_ga*NDM2MDg1ODEzLjE3Njk0NDIxOTk.*_ga_LEPF3XK9K9*czE3NzIyMDY0MTQk...
02/27/2026

A little insight from our friend, Ross Mayfield!

*wq00eh*_ga*NDM2MDg1ODEzLjE3Njk0NDIxOTk.*_ga_LEPF3XK9K9*czE3NzIyMDY0MTQkbzMkZzAkdDE3NzIyMDY0MTkkajU4JGwwJGgw*_gcl_au*NzQxODYzNjU0LjE3Njk0NDIxOTk.

Ross looks at the software selloff and how it obscures signs of underlying market health.

Chocolate, flowers, and great clients? Sounds like the perfect Valentine’s Day to us!
02/14/2026

Chocolate, flowers, and great clients? Sounds like the perfect Valentine’s Day to us!

The IRS has announced that it will begin accepting and processing individual federal tax returns for the 2026 tax season...
01/27/2026

The IRS has announced that it will begin accepting and processing individual federal tax returns for the 2026 tax season starting on January 26.

Here are a few important points to keep in mind:
➡️ Most individual returns are due by April 15 to avoid penalties and interest.
➡️ Filing early may help reduce delays related to processing or identity verification.
➡️ Refund amounts can vary based on withholding and recent tax law changes.

As tax season gets underway, reminders like these can help individuals stay aware of important dates and avoid last-minute filing challenges.



Source:

The 2026 tax season starts on Jan. 26, according to the IRS. Here are some key things filers need to know.

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