Keith Epstein, CFP - Baird Private Wealth Management

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 ...

08/21/2026

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

It's official! Halter Cunningham will be working on the team with Keith Epstein and Melissa Mills in West Palm Beach. He brings more than a decade of experience in strategic marketing, client relationship management, and business development, with client-facing roles at organizations including 160over90, Endeavor, and Circufiber. Prior to transitioning into financial services, Halter led brand strategy and client engagement initiatives for global brands and high-growth companies. This experience helped him build a strong foundation in relationship management, strategic planning, and results-oriented decision-making. He resides in West Palm Beach with his wife, Jackie, and their son, Halter.

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...

07/13/2026

We are excited to announce that John McAuley, CIMA and Mary Weeks Fountain, CFA have joined our wealth management office in Charlotte, NC. https://bit.ly/4pkploz

07/10/2026

Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.

Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...

07/10/2026