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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate re ...
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Are you a business owner that's thought about selling your business but don't know where to start? Andy McKay with Baird's Business Owner Solutions Team joins us on the podcast to talk about what business owners should thinkabout before going through the sale process, expectations about what all the process entails, and trends around the current Me…
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On this month's Advisor Roundtable podcast, we discuss the first month of negative market returns for 2024 and share the one statistic that we are talking about in all of our client meetings. There are differences between Certificates of Deposit (CD) purchased from a bank and those purchased from firms such as Baird. These differences may affect th…
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Brooke Cassady interviews Kristen Ahlenius, Director of Education and Advice at YML, to discuss financial wellness, some common mishaps with money and key takeaway for listeners looking to increase their financial wellness. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book…
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On this month's episode, Andrew, Shawn, and Brooke provide updates on new capabilities our team has to help provide tax return and estate plan reviews. We also touch on the strongest start in the markets since the first quarter of 2019. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Websit…
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On this episode, Shawn and Andrew are joined by Baird Market Strategist Michael Antonelli to unpack why he believes that 2024 is "The Year of The Big Mistake" and how investors can be informed to not let it happen tothem.
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On this month's roundtable, Josh, Drew, and Andrew sit down to provide and update on the market and highlight an upcoming client event.
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Brooke Cassady is joined by Laurence Kluth, Equity Compensation Planning Manager, of Baird to discuss the basics of Equity Compensation including RSUs, ISOs, and NQSOs.
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On this edition of the Advisor Roundtable, the Advisor Teams discusses noise in the media surrounding the Presidential Election and potential bills, markets at the start of 2024 and what statistics tell us about what that could mean for 2024, potential options for your short term assets as the interest rate environment changes and a recent buzzword…
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On the first episode of 2024, the Advisor Team recaps where the markets finished in 2023 and looksat the year ahead with a Presidential election and the Fed continuing to navigate a soft landing. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about …
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Long-term care is a delicate topic that many hesitate to talk about. On this episode, Andrew sits down with Erica Kroll, Insured Solutions Consultant at Baird, to discuss questions such as: What is long-term care? When should I start thinking about Long-Term Care Planning? What are different options to provide funding for long-term care needs? Clic…
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On the final Advisor Roundtable of 2023, the Advisor team discusses our outlook for 2024, our favorite Charlie Munger quotes, and some year-end gifting reminders. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird P…
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Listen in as Brooke Cassady discusses a checklist of financial planning action items to consider prior to the end of 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our webs…
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On this month's Advisor Roundtable, Drew, Shawn, Josh, and Andrew provide an update on the 401(k) contribution limits just announced for 2024, recap the Federal Reserve's meeting last week, and provide an update on the market. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA B…
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A Conversation with Donald Rissmiller, Chief Economist and co-founding partner of Strategas, a Macro-Economic Research Company
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In this episode Josh and Drew sit down in the Bowling Green office with Donald Rissmiller. Listen in as they discuss the current economy, the likelihood of a recession, the "last mile" of Fed tightening, and the global economic impact of the events in Israel. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: Linke…
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In this episode the Advisor Team discusses year end planning opportunities, upcoming events, and breaks down the current capital market environment and what it means to you! Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the PerryRichey Group …
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On this month's Advisor Roundtable, The Perry Richey Group advisor team provides an update on the market, talks about the resumption of student loans, anddiscusses the upcoming Federal Reserve meeting. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information …
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"When should I draw Social Security?" is a common question that we get while working through retirement income planning for clients. On this episode, Andrew Boyles and Brooke Cassady discuss what goes into calculating your benefit, who is affected by your social security benefit, and the cost of drawing early versus the benefit of delaying. Click h…
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On this month's Advisor Roundtable, Shawn, Josh, and Andrew provide a market update and discuss the emergence of Artificial Intelligence into mainstream society. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group o…
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On this month's Advisor Roundtable, your Perry Richey Group Advisor Team sits down to recap the first half of 2023 in the markets. We provide an update on the capital markets and the recent student loan announcement that was just made by the Supreme Court. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: Linke…
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Brooke Cassady and Claire Wilson discuss steps to take during a career transition including severance packages, retirement benefit options, and insurance options. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird P…
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The Advisor Team discusses upcoming events, alternative investment ideas, debt ceiling, and interest rateenvironment. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. This and other information about the fund can be found in the prospectus or summary prospectus. A prospectus or…
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Brooke Cassady and Claire Wilson are joined by Tina Downing of Russell Investments to discuss women and investing. We debunk myths, discuss how finances look different for women and advice on how to take control of your financial future. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Websi…
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On this month's Advisor Roundtable, The Perry Richey Group Advisor team discusses the upcoming Fed Announcement and questions around the looming debt ceiling in Washington D.C. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Gr…
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On part two of our Investing 101 Education Series, Josh and Andrew talk about how to better understand the various risks associated with investing and the role diversification plays in investing. Diversification and asset allocation do not ensure a profit or protect against loss. Click here to receive the quarterly The Advocate Advantage™ e-newslet…
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On this month's Advisor Roundtable, we kick off Financial Literacy Month with a reminder about the Southern Kentucky Financial Literacy Symposium thatour team is hosting. We also provide an update on the markets as we wrapped up the first quarter of 2023. Southern Kentucky Financial Literacy Symposium Link https://theperryricheygroup.bairdwealth.co…
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On this episode, Josh and Andrew sit down and discuss the basics of investing. As more and more Americans have access to investments there has been a lack of education on how investing works. What are stocks, bonds, and mutual funds? What is an asset class and why should I know what it is? Josh and Andrew answer all these questions and more. Click …
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On this month's Advisor Roundtable the Perry Richey Group are talking about the importance of Financial Literacy, how the market is reacting to the current interest rate environment, and some timeless wisdom from Warren Buffett's annual letter to Berkshire Hathaway's shareholders. Be sure to register for the Southern Kentucky Financial Literacy Sym…
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On this episode, the Perry Richey Group Advisor Team gets together to talk about the collapse of Silicon Valley Bank over the weekend and what Baird clients need to know about it. Baird Cash Sweeps Program:https://baird.cventevents.com/event/6d7f152f-00c2-4b1f-ae2d-8f6aca1d03b2/summary Click here to receive the quarterly The Advocate Advantage™ e-n…
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With Wisdom being one of the core values of The Perry Richey Group, the Advisor Team sits down to reflect on some of the lessons that we learned over 2022 in our personal and professional lives, and our plans for personal development in 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | …
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On this month's Advisor Roundtable, the Perry Richey Group advisor team provides an update on the market and holds a round-robin discussion about the #1 topic that each advisor is currently reviewing with clients during review meetings. Click here for JP Morgan: Guide to the Market Slide Deck Click here to receive the quarterly The Advocate Advanta…
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The SECURE 2.0 Act of 2022 provided a number of improvements for individual investors, but many of the new laws affected qualified retirement plans such as 401(k) and SIMPLE IRA plans. On this episode, Drew and Andrew discuss a few of the main provisions that Retirement Plan Sponsors should know about. Click here to receive the quarterly The Advoca…
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Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlig…
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On the first Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For …
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On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. …
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Shawn interviews Bryan Lewis, President, and CEO of Hope House Ministries in Bowling Green, KY, where they talk about the mission of Hope House, the Perry Richey Group’s partnership, and the Affordable Christmas toy drive. Hope House Ministries' mission is to alleviate physical and spiritual poverty through gospel restoration. For more information …
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On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement. Click …
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On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients about the recent policy developments coming out of Washington D.C., and their implications on the markets. Our Advisor team sits down to recap the event and some of the information that Courtney shared.…
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On this month's Advisor Roundtable, The Perry Richey Group Advisors sit down to give an update on what's going on in the capital markets, and a few updates related to technology for existing Baird clients. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more informat…
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In this episode, Savannah York speaks with Lisa North about ways to prevent Identity Theft. Lisa explains what to do if you are a victim and she provides us with many practical tips we can all do to be safer on a daily basis. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Bo…
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In the September Advisor Roundtable, the advisor team discusses the recent Student Debt Relief program, upcoming mid-term elections, and economic data to watch. To register for the Strategas live event in Bowling Green, KY, visit https://baird.cventevents.com/bowlinggreenstrategas by October 4th, 2022.…
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In this episode, Drew Richey and Brooke Cassady discuss the recent announcement of the student debt relief plan. They discuss who it applies to, how it may impact the economy, and what it means for our clients. Biden-Harris Administration’s Student Debt Relief Plan: https://studentaid.gov/debt-relief-announcement/ PSLF Waiver: https://studentaid.go…
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“When your values are clear to you, making decisions becomes easier” – Roy Disney When you find the right fit, you will feel confident, comfortable, and connected with who you choose to serve you and the plan they have helped you build. By understanding the basics of the Financial Services Industry and becoming clear on your minimum values and stan…
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Does the Financial Advisor or Wealth Management Team you’re interviewing have a Core Value Approach to Wealth Management? A comprehensive and ongoing wealth management experience can be categorized into four main core values: Wisdom, Discipline, Humility, and Transparency. Using these core values, we developed the Advisor Interview Questionnaire to…
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On this month's Advisor Roundtable, the Perry Richey Group Advisor team introduces the newest member of our team, Brooke Cassady. You'll also hear an update on what's going on in the capital markets, as well as an overview of a bill, The Inflation Reduction Act of 2022, that is currently going through Congress. Click here to receive the quarterly T…
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Before meeting with or interviewing a Financial Advisor there’s steps you can take to confirm that a Financial Advisor provides the engagement that you are seeking and meets YOUR minimum standards. We have identified the Five Minimum Standards that you should set for yourself which are: Education, Background Check, Services Offered, Practice Profil…
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Most people are left frustrated and wonder why hiring a Financial Advisor has to be so complicated. There’s a wide range of individuals that call themselves "Financial Advisors" but not all work under the same standard of care and work in your best interest. You must know the right questions to ask, what to look for, and what your options are. We w…
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On this month's Advisor Roundtable, the Perry Richey Advisor Team talks through what a recession means for the U.S. economy, the upcoming mid-term elections, and introduces our newest team member, Claire Wilson. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more in…
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Listen in as Drew Richey and Shawn Perry are interviewed by Baird Strategist, Michael Antonelli, to kick off our five-part series about our new book, Finding Your Financial Advisor. Click here to purchase Finding Your Financial Advisor on Amazon. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Faceboo…
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Our team has long been advocates for CCK, a medical kids camp in Scottsville, KY. In this episode, Drew interviews Allysa Gooden, Director of Development with CCK, and Derek Young, a business consultant and advocate for CCK. Listen in as they discuss upcoming enhancements to the camp and their growing presence in the Nashville community. https://ww…
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In this episode, Josh Marson and Ross Mayfield, Investment Strategy Analyst, talk about the variety of factors that can influence market volatility, and tips to help investors evaluate what volatility means in their personal financial situation.
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