Keith Epstein, CFP - Baird Private Wealth Management

06/10/2026

Please welcome Financial Advisor, Andrea Olson, to Baird. Andrea joins our Edina, MN branch office from Wells Fargo. Andrea is joining The McRea Burns Group.

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...

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

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...

05/21/2026

We had a great evening watching Baird’s Annual Meeting broadcasting live from our Pittsburgh office - a meaningful reminder of the strength behind our firm and the shared mission that connects us all.

It was the perfect opportunity to celebrate some important milestones and awards across our firm. Welcome to our newest local shareholders, Jake Lowe and Nick Papadopolus.

It's moments like these reinforce what makes our culture so special - collaboration, ownership, and a genuine investment in each other’s success.

Congratulations to everyone we celebrated, and thank you for all you do for our clients each and every day.

05/19/2026

When crossing over from college student to adult, it can be difficult to keep all your newly acquired tasks straight. To help yourself stay organized, check out our post-graduate financial checklist.

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

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

This week marks Baird Gives Back Week, an annual initiative where Baird associates, along with their family members and friends, unite to volunteer in communities worldwide. This event highlights Baird's dedication to community service, embodying the belief that giving back is fundamental to being part of a community.

This past weekend, we took part in a beach cleanup and enjoyed a fun day in the sun together.

05/10/2026