The Pedersen Brophy Group - Baird Private Wealth Management

08/31/2026

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.

08/28/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

08/27/2026

Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.

08/25/2026

We're excited to share that Thomas has earned the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services.

The CAP® designation is focused on helping individuals, families, and organizations maximize the impact of their charitable giving through thoughtful planning. The coursework covers charitable tax strategies, estate and legacy planning, family philanthropy, business succession considerations, and the many ways generous people can align their financial resources with the causes and values that matter most to them.

While we enjoy many aspects of financial planning, we believe one of the most fulfilling and enjoyable things a person can do with their wealth is use it to make a meaningful difference in the lives of others. Helping families identify the people, ministries, charities, and causes they care about most, and then developing a plan to help them achieve their specific goals, is work that we genuinely love.

Whether through charitable giving during life, legacy planning, or creating a lasting impact for future generations, we look forward to helping individuals and families be intentional and impactful with the wealth they've worked so hard to build.

https://insights.theamericancollege.edu/why-cap/

08/21/2026

Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.

Washington Research Analyst Jeannette Lowe talks through the recent...

08/19/2026

College is a great time to start learning about money and investment management. Here are some tips and tricks that you can use today to set yourself up for long-term financial success.

Start building your money and investment management skills in college with these practices.

08/14/2026

Investment Strategist Ryan Grabinski looks at what the boom in corporate earnings means for U.S. stock market valuations before talking through the broader backdrop for this bull market.

Investment Strategist Ryan Grabinski looks at what the boom in corp...

08/07/2026

Chief Economist Don Rissmiller talks through recent Federal Reserve activity and his decision to add a rate hike to the Baird Strategas 2026 forecast. Don then tells us about the potential for a productivity boom and the headwinds that face housing.

Chief Economist Don Rissmiller talks through recent Federal Reserve...

07/31/2026

Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.

Strategas Chief Market Strategist Chris Verrone talks through today...

07/17/2026

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.

Chief Investment Strategist Jason Trennert shares what he’s watchin...