The Reynolds Rogier Group - Baird Private Wealth Management

01/05/2026

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

12/15/2025

Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.

11/13/2025

Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?

10/31/2025

This week, Ross looks at bearishness, market valuation, and the ghosts of crises past.

10/02/2025

During this year’s open enrollment season, take some time to make sure your benefits choices – including your insurance, retirement and savings decisions - align with your overall financial plan.

During open enrollment season, choose benefits that align with both major life changes and your overall financial plan.

09/18/2025

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

09/16/2025

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

This video covers 4 elements of an estate strategy.

08/20/2025

Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

08/15/2025

Your doctor knows your health best after years of care – a lifelong financial advisor knows your wealth goals the same way. Consistency builds trust and better outcomes. Here’s why.

How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

08/06/2025

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

08/01/2025

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

07/31/2025