The Hedley Hoeger Group, Baird Private Wealth Management

10/12/2026

Many people spend years preparing for retirement.

Then some of the most important decisions arrive in the months leading up to it.

Medicare is one of those decisions. Healthcare coverage choices can affect retirement expenses, and certain income decisions can influence Medicare premiums. Having a clear understanding of the rules can help avoid any unnecessary surprises.

For those who may have missed it, September's Wealth Strategies webinar focused on Medicare and retirement healthcare planning. Ron and Matt shared helpful guidance on enrollment timelines, coverage options, and common planning considerations.

We encourage you to take a listen and learn more about the factors that can influence healthcare costs throughout retirement.

If you have questions or would like to discuss this topic further, please contact our team. We are always happy to help clients evaluate their options and navigate the decision-making process.

Medicare plays an important role in retirement planning, yet many p...

10/09/2026

Mike and Ross explore why investing doesn't end at retirement.

10/06/2026

The headlines continue to shift, but one theme remains consistent: Investors are looking for perspective.

In September's For What It's Worth market update, Jeff and Ben discuss a resilient economy, strong corporate earnings, and the continued influence of artificial intelligence on the investment landscape.

They also explore some of the questions investors are beginning to ask about interest rates, bond yields, and the sustainability of current AI-related spending trends.

One takeaway stood out: the party isn't over, but it may be time to start dancing toward the back.

While we remain constructive on markets, we also believe in maintaining a disciplined approach, staying diversified, and paying attention to where both opportunities and risks may be developing.

As we head into the final months of the year, we're focused on helping clients stay informed, stay invested, and stay aligned with their long-term goals.

10/02/2026

We're excited to invite our clients, families, and friends to our annual Fall Client Appreciation Tailgate on Saturday, October 17.

Join us in Westerville as we cheer on the Buckeyes when they travel to Indiana. You can count on an afternoon filled with football, great food, refreshing drinks, and time spent with wonderful people.

We've also made several improvements since last year's event, including additional activities for children and grandchildren, making the day even more enjoyable for guests of all ages.

This event is one of our favorite traditions each year because it gives us the opportunity to celebrate the relationships that mean so much to our team.

We look forward to spending a fun fall afternoon together and hope to see you there. If you haven't RSVP'd yet and would like the registration link, please reach out to our team.

09/30/2026

We have some exciting news to share.

This October, Dominic and Maddy will be getting married, and our entire team is thrilled to celebrate this special milestone with them.

Over the years, many of our clients and friends have had the chance to work with Dominic and experience the care, professionalism, and commitment he brings to every relationship. It is always rewarding to celebrate important moments in the lives of the people who make our team what it is.

Dominic will be out of the office from October 2 through October 16 while enjoying his wedding and honeymoon in Hawaii. During that time, the rest of our team will be available and ready to assist with any questions or needs.

We are grateful to be part of this exciting season in Dominic and Maddy's lives and look forward to celebrating with them. Please join us in wishing them all the best as they begin this next chapter together.

09/29/2026

Earlier this month, Ben joined a recent Baird-wide webinar focused on the growing intersection of health and wealth planning. During the conversation, Ben shared how our team incorporates health-related discussions into the planning process to help clients navigate some of life's biggest transitions and uncertainties.

One of the key takeaways was that many financial concerns are connected to health and wealth questions. Whether someone is planning for retirement, evaluating healthcare costs, caring for aging parents, or navigating a job transition, these conversations often uncover opportunities to provide more comprehensive guidance.

We believe financial planning is about more than investments. It's about understanding what matters to people and helping them prepare for the future with confidence.

We're proud to see Ben recognized for sharing the work our team is doing to bring these important conversations into the planning process.

09/18/2026

A recent NBC4 article highlighted a growing scam targeting users of online healthcare portals such as MyChart.

The scam involves emails and text messages that appear to come from a trusted healthcare provider. Recipients may be notified of new test results, account updates, or rewards and are encouraged to click a link, where scammers attempt to collect personal information and login credentials.

The most effective scams are often the ones that look routine.

Taking a moment to verify a message before responding can help protect your identity and personal information. When in doubt, access healthcare portals directly through your provider's website or app and contact your provider if something doesn't seem right.

A little caution can go a long way. Consider sharing this reminder with family members and loved ones who regularly use online healthcare portals.

COLUMBUS, Ohio (WCMH) — Consumer experts are warning about a scam targeting patients who use the online portal MyChart, with scammers sending fraudulent emails and texts to steal personal inf…

09/11/2026

As the calendar turns toward year-end, it's a good time to make sure Required Minimum Distributions (RMDs) are on your radar.

For many retirees, RMDs are an important part of annual financial planning and can impact tax planning, charitable giving strategies, and overall cash flow.

While year-end may feel far away, it tends to arrive quickly. Reviewing distribution plans now can help avoid unnecessary stress later in the year.

Thoughtful planning is often about staying one step ahead.

09/06/2026

Our office will be closed on Monday, September 7, in observance of Labor Day.

Our team will be taking the day to relax, recharge, and spend quality time with family and friends before returning refreshed and ready to serve our clients.

We appreciate your understanding and thank you for allowing us to be part of your financial journey.

Have a wonderful Labor Day. We look forward to seeing you soon.

09/04/2026

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.