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Forbes Top Wealth Advisors

Annual Seminar

 

The Wise Investor Show

Broadcast Live Every Sunday:

The Wise Investor Show

Our team shares their common sense approach to investing.

Market Insight

Market Insight From the Investment Analysis Team

Quarterly Commentary

Annual Seminar Video is now available!

To view an online recording of the Seminar Click Here 


Education on the Benefits and Disadvantages of an IRA Rollover

Whether or not to roll over your 401(k) account to an IRA is a personal choice. Baird does not provide any advice or recommendations as to whether a rollover is appropriate for you. However, Baird can provide some information to you about rollovers to educate you on the common matters persons often consider in making a rollover decision...Read More

 

Market Insight

Quarterly Commentary 

Contributed by The Wise Investor Group

The impressive stock market returns in the fourth quarter capped a remarkable year for most financial markets. Most remarkable was the unprecedented lack of volatility. U.S. stock markets went all of 2017 without even a 3% daily decline, the longest such stretch in history. There have been better years in terms of performance, but this year surely produced some of the strongest risk-adjusted returns – returns with little downside – in modern memory. The merits of diversification shined once again after several years of appearing to be a failed strategy. For much of the post-financial crisis recovery, portfolio performance was driven almost exclusively by large U.S. growth stocks. Diversifying into other areas – a strategy encouraged in by professional investment advisors for decades – only served to lower overall returns. In 2017, international markets, smaller-capitalization stocks and commodities...Read More
 

 

The Wise Investor Show

The hosts of the Sunday radio broadcast “The Wise Investor Show,” provide listeners with the market insight and tools they need to become better investors. They also deliver a Midweek Update on the topics vital to achieving long-term financial security.

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