The Perry Group - Baird Private Wealth Management

06/17/2026

Summer can be a slower season for many families, which makes it a great time to get your financial life in order.

From passwords and important records to account information and long-term planning documents, now is a smart time to get organized and make sure the people who matter most know where things are.

A little preparation today can bring greater clarity and confidence down the road. If it has been a while since your last financial review, The Perry Group would be happy to help you take the next step.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

06/12/2026

Thank you to everyone who joined us for our annual Client Appreciation Picnic last night!

It was our largest turnout yet, and we loved getting to spend time with our amazing clients outside of the office. We enjoyed a wonderful evening filled with great food, beautiful weather, and even better company. We are so grateful for the trust you place in us, and events like this are just one small way we can say thank you. Your continued support truly means the world to our team.
A huge shoutout to all the incredible vendors who made the evening so special:

Dinner: Local Taco - Bowling Green
Ice Cream: Chaney's Dairy Barn
Shaved Ice: Pelican's Snoballs North BG, Scottsville Rd, Richpond
Golf Carts: Saylors Golf Carts, Inc.
Photo Booth: BBG Events
Band: The Dad Bods
Face Painting: Love's Professional Face Painting
Balloon Twisting: The Balloon.A.Gram Company
Venue: Ironwood
Inflatables: Warren County Inflatables
Drinks: Clark Beverage Group, Inc
Parking: Bowling Green Young Life

We couldn’t have done it without you!

06/10/2026

A thoughtful financial plan helps turn goals into achievable steps.

Whether you’re preparing for retirement, building long-term wealth, or simply wanting more clarity around your financial future, planning matters. The right strategy should give you confidence, direction, and a clear understanding of the steps ahead.

If it has been a while since your last financial review, now is a great time to reconnect. Let’s talk through where you are, where you want to go, and how your plan can help you get there.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

06/08/2026

Markets continue to show strength with broader participation and solid earnings growth beyond just large tech names. Despite very weak consumer sentiment, history suggests markets often perform well coming out of pessimistic periods while evolving inflation dynamics are reshaping diversification strategies.

Key takeaways:
• Broad market strength, with small caps and equal-weight indexes hitting highs
• Earnings growth remains strong across both mega-cap and broader companies
• Consumer sentiment is extremely low, but not signaling recession risk
• Stocks and bonds moving together highlight need for broader diversification
• TIPS may offer inflation protection and portfolio balance

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.

06/04/2026

Spring is still here for a few more weeks, and spring cleaning isn’t just for your home.

Financial organization matters, too. Your financial strategy should work just as hard as you do, and if it has been a while since your last review, now is a great time to reconnect.

Let’s make sure your plan is organized, intentional, and working toward your goals.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

06/02/2026

Here is the last week's Five For Friday! Markets continue to show solid underlying strength, supported by broad participation and strong earnings growth, even as investor sentiment remains unusually cautious.

Key takeaways:

• Market gains are broadening, with small caps and equal-weight indexes hitting new highs.

• Earnings growth remains strong across both large tech companies and the broader market.

• Investor sentiment is near historic lows, which has often been a positive setup for future returns.

• Stocks and bonds have been moving more closely together, highlighting the importance of diversification (including inflation-protected assets).

• Recent market momentum has been encouraging, with similar periods historically followed by solid returns.

Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.

06/01/2026

Today is Jake's birthday! Your humor, work ethic, and positive energy make a huge impact on our team every day. You’re not only an incredible teammate, but also an amazing dad to three boys and a wonderful husband - and it shows in everything you do. Our clients love Jake for his dedication and the way he consistently goes above and beyond to take care of them. Happy Birthday, Jake!!!

05/29/2026

Happy 529 Day! (May 29)

Today we’re celebrating the power of planning for the future and showing off some serious school spirit!

A 529 account is a tax-advantaged savings plan designed to help families save for future education expenses like college, trade school, and more.

Our branch is repping our favorite schools today:
WKU
UK
Centre
Alabama
Georgia
Sewanee
Texas Tech

No matter where your student’s path takes them, starting early makes all the difference.

05/28/2026

💬Let's Talk About Your Financial Future.

Every great partnership starts with a conversation. At The Perry Group, our "Ask Us Anything" sessions are your gateway to expert advice, tailored just for you.

❓ Submit your questions with confidence.
👥 Connect with 3 certified financial planners.
🔐 No obligation, only valuable guidance.

Reach out today and take the first step toward financial peace of mind!
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

05/26/2026

We’re excited to welcome our summer interns to the branch - Eli Carter, Cooper Reynolds, Addie Chumley, and Brendan Gilbert!