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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

The BVB Group - Baird Private Wealth Management

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The BVB Group - Baird Private Wealth Management

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We view our clients as a partner in our process as we help them achieve peace of mind in their finan

10/23/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means for investors, whether a bull market top looms, and how to position portfolios in a concentrated market.

Baird Strategas Chief Investment Strategist Jason Trennert talks th...

10/22/2026

Use these key moves to finish 2026 with purpose and prepare for the year ahead.

10/20/2026

Your Medicare costs depend on a variety of factors, and can even change after you begin the program. These simple steps can help you keep your costs under control.

Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.

10/20/2026

Elections matter in many ways. But for your portfolio? They don't matter as much as you might think.

10/19/2026

New legislation in Washington means expanded flexibility on which expenses you can and can’t use your 529 funds on. Check out our newly updated list to see what this might mean for you.

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

10/16/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through all the recent action in the bond market – from the move in Treasury yields to the widening of credit spreads – and breaks down what it means.

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

10/10/2026

Every Friday we send out a notice to our clients called the Five for Friday.

Our Investment Strategist, Ross Mayfield, puts together 5 points for the week and this one is worth sharing beyond our clients.

We are frequently hearing concerns about a market recession and fears of seeing all time highs.

Ross addresses those this week.

Take a look!

Five for Friday | Private Wealth Management

Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.

10/05/2026

Supporting our local service clubs is an honor and privilege.

Rick Verthein has been a long time member of the Waukesha Rotary club and proud to support their fundraising endeavors at a fun event.

A huge thank you to The BVB Group - Baird Private Wealth Management, our Presenting Sponsor for this year’s Smoke & Oak Bourbon Dinner! 🥃

The BVB Group is a multigenerational team of Family Wealth Advisors dedicated to helping individuals and families achieve financial security and peace of mind. Their collaborative, relationship-focused approach reflects the same values of trust, service, and community that we hold close at Waukesha Rotary.

We are incredibly grateful for their generous support of this year’s event and their commitment to helping make a difference in our community.

Thank you, The BVB Group, for partnering with Waukesha Rotary and helping make Smoke & Oak possible!

10/02/2026

Baird Strategas Chief Economist Don Rissmiller talks through his view of how higher oil and yields will impact the economy, how he sees this rate hiking cycle playing out, and whether productivity growth can help with the budget deficit.

Baird Strategas Chief Economist Don Rissmiller talks through his vi...

Address

N17W24222 Riverwood Drive Ste 240
Waukesha, WI
53188

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+12625235644

Website

http://www.bvbgroupbaird.com/

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