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Podcasts & Vodcasts


We work with many industry professionals in staying abreast of markets, economic conditions and wealth management and planning opportunities. It is our pleasure to offer periodic podcasts to share some of their expertise with you.

Market Commentary - March 2022

On this episode, Mark Eibel, Director of Investment Strategies at Russell Investments discusses finding opportunity amidst market volatility and the inflationary environment with Teri and Tricia. Mark touches on inverted yield curves and addresses the possibility of a recession while diving into what we may expect from the Fed through the remainder of the year.

Vodcasts

Market Commentary with Mark Eibel

On this episode, Mark Eibel, Director of Investment Strategies at Russell Investments discusses finding opportunity amidst market volatility and the inflationary environment with Teri and Tricia. Mark touches on inverted yield curves and addresses the possibility of a recession while diving into what we may expect from the Fed through the remainder of the year.

Podcasts

Estate and Tax Negotiations

Teri and Tricia interview Chris Staples, Chief Operating Officer of Baird Trust about the evolution of the estate and tax changes being negotiated in Congress and potential impacts on family tax and estate planning.

Vodcasts

Market Commentary - December 2021

Tricia and Teri sit down with Mark Nickel, President and Chief Investment Officer of Baird Trust to talk inflation, interest rates, and what we might see from the Fed in the near future. The three discuss how all of these, amongst other items may impact the individual investor.

Vodcasts

Market Commentary with Mark Nickel

Tricia and Teri sit down with Mark Nickel, President and Chief Investment Officer of Baird Trust to talk inflation, interest rates, and what we might see from the Fed in the near future. The three discuss how all of these, amongst other items may impact the individual investor.

Podcasts
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