Kevin Farmer – Baird Private Wealth Management

01/12/2026

Roth conversions have become a hot topic lately—but are they right for you? Understanding who benefits and why is key before making a move.A Roth conversion means moving money from a traditional pre-tax IRA into a Roth IRA. In doing so...

01/09/2026

Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishness is becoming a risk, and a few unloved areas worth a second look.

Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishne...

12/19/2025

Strategas Chief Market Strategist Chris Verrone wraps up 2025 by talking through the rotational stock market, the activity from interest rates post-Fed meeting, and how to think about the dollar heading into the new year.

Strategas Chief Market Strategist Chris Verrone wraps up 2025 by talking through the rotational stock market, the activity from interest rates post-Fed meeti...

12/12/2025

Strategas Senior Investment Strategist Ryan Grabinski discusses this week’s Fed meeting, the rate backdrop heading into year-end, the earnings outlook, and what to watch as we move toward 2026.

Strategas Senior Investment Strategist Ryan Grabinski discusses this week’s Fed meeting, the rate backdrop heading into year-end, the earnings outlook, and w...

12/06/2025

Strategas Chief Economist Don Rissmiller breaks down consumer spending, the labor market, and the prospects for more Fed rate cuts (or even possible hikes) heading into 2026.

Strategas Chief Economist Don Rissmiller breaks down consumer spending, the labor market, and the prospects for more Fed rate cuts (or even possible hikes) h...

11/21/2025

Senior Technical Strategist Todd Sohn breaks down recent stock market weakness and a mixed investor sentiment picture, highlighting an unloved sector that is starting to outperform.

Senior Technical Strategist Todd Sohn breaks down recent stock market weakness and a mixed investor sentiment picture, highlighting an unloved sector that is...

11/14/2025

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack discusses the end of the government shutdown before getting into the third quarter earnings season and an outlook for 2026.

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack discusses the end of the government shutdown before getting into the third quarter earni...

11/07/2025

Strategas Washington Research Analyst Jeannette Lowe discusses the Supreme Court tariff hearing’s potential outcomes, the state of the consumer, and the government shutdown heading into 2026.

Strategas Washington Research Analyst Jeannette Lowe discusses the Supreme Court tariff hearing’s potential outcomes, the state of the consumer, and the gove...

10/31/2025

Strategas Chief Market Strategist Chris Verrone discusses whether or not the market is in a bubble, how to think about Gold after its parabolic move, and whether lower rates can spark cyclical laggards in the market.

Strategas Chief Market Strategist Chris Verrone discusses whether or not the market is in a bubble, how to think about Gold after its parabolic move, and whe...

10/24/2025

Strategas Senior Technical Strategist Todd Sohn talks through what year 4 of a bull market tends to look like, how to determine whether the recent volatility is a sign of something worse brewing or just a bull market hiccup, and an unloved industry worth a look.

Strategas Senior Technical Strategist Todd Sohn talks through what year 4 of a bull market tends to look like, how to determine whether the recent volatility...

10/17/2025

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the messages being sent by Treasury yields and Gold amid the recent stock market rally and spot of volatility.

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the messages being sent by Treasury yields and Gold amid the recent stock market rally and...

10/10/2025

Strategas Washington Research Analyst Jeannette Lowe covers the ongoing government shutdown and how it might impact markets and the economy. She also gets into the upcoming Supreme Court case on tariff policy and what that might mean for the overall tariff rate.

Strategas Washington Research Analyst Jeannette Lowe covers the ongoing government shutdown and how it might impact markets and the economy. She also gets in...