Mancino Utz Group - Baird Private Wealth Management

06/17/2025

"It's like riding in the bed of a pick-up truck driven by a squirrel." -- Jason Gay of the Wall Street Journal. He was talking about the Stanley Cup Finals. He could have been talking about the stock market earlier this year.

Did you survive it?
Did you learn anything from it?

Do you need our help for the next one?

We've done it before. We'll undoubtedly do it again at some point. "Volatility is the price of admission" as housel likes to say.

04/15/2025

90 year old client this afternoon: "You know how they give you comp'd rooms in the hotel if you stay a lot?"

"I'm at the stage of life where I wish they did that at the hospital!"

A reminder on tax day that your HSA is a tremendous vehicle. Tax deductible, tax deferred growth, tax free withdrawals on qualifying medical expenses. If you let it sit there and it's invested maybe the market will 'comp' you a stay down the road.

She has enough s***k that she also said she thinks she's going to get blacklisted from some doctors offices for telling them how to run their practice!

01/31/2025

Time to square up with your favorite uncle. Reminder: The IRS doesn't text you. They don't call you. They don't email you. .

Bonus points if you know when we started using Uncle Sam without googling. I didn't.

01/09/2025

Excited to announce The Mancino Utz Group was recently recognized by Forbes/SHOOK Research as a 2025 Best-In-State Wealth Management Team.



Congratulations to all of the other Baird teams recognized!

https://www.forbes.com/lists/wealth-management-teams-best-in-state/

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/25.

12/24/2024

Happy Holidays from all of us! 🎄 From: Bill, Corey, Kate, Rachael & Bethani

12/20/2024

Last night, we had the pleasure of spending a beautiful night with a few of our incredible clients at Phipps Conservatory! It was a wonderful opportunity to connect, enjoy the stunning Christmas lights, and celebrate the relationships we've built. Grateful for the chance to share this special experience with such incredible women!

12/20/2024

This weekend, we had a wonderful time celebrating the season at our firm’s holiday party! Grateful to work alongside such indrecible teams and celebrate another successful year together. We are beyond to excited for what’s to come in the new year!

07/16/2024

Have I told you I don't like criminals? Alerted this morning that I applied for a Disney Platinum card. You could at least invite me to come!!! Mickey would be very disappointed in you.

06/27/2024

Hoops, Mars, Pizza...get some chocolate chip cookies and some tacos and we'll have all of my favorite things in one place. Good week of camp. Go Planets!!!

06/03/2024

Back in the late 1900's there were less than 300 million internet users around the globe. tells us today there are over 5 billion. Growth or stagnation?

04/19/2024

Most of the time we’re helping clients and walking with them through loss. This time it’s reversed and clients are walking with me. I can’t be more grateful for the support!

https://www.cranberryeagle.com/2024/04/19/mars-coach-robert-utz-remembered-for-commitment-finding-joy-in-the-mundane/?fbclid=IwZXh0bgNhZW0CMTEAAR1hkvLRuOiHjySjloiMJXRJ5ocDpgiAnSAnA2O2Cbx5pBOYy32kE4cmqEk_aem_AdkCYrOdNZaSROdjsKmoMW2XG9vB9pQX3RPIZl3lhcE3AVR2BZakioowxhGIc32TdPnNo0ihTrFBDZwdmCPLRWMe

When Corey Utz remembers his father, who died Tuesday, April 16, he describes a life punctuated by little moments. J. Robert Utz, of Mars, who was a middle school math teacher in the Pine-Richland Sch...

03/15/2024

Last night we celebrated pi day with the best kind of pie- pizza pie! Thank you Mercurio's for a fantastic pizza making class. We loved getting to learn something new and it’s great to hang out with clients outside of the office.