The Sommersberger Group - Baird Private Wealth Management

05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

05/29/2026

𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝟓𝟐𝟗 𝐃𝐚𝐲!

There’s a point as a parent where “we’ll figure that out later” starts to feel a little closer than expected.

529 plans are one way families can prepare for future education expenses, with tax advantages and flexibility across different paths - not just traditional college.

If you’re in that stage, check out this article on saving for a child’s education:

𝐅𝐨𝐫 𝐭𝐡𝐨𝐬𝐞 𝐰𝐢𝐭𝐡 𝐤𝐢𝐝𝐬 𝐨𝐫 𝐠𝐫𝐚𝐧𝐝𝐤𝐢𝐝𝐬 𝐰𝐡𝐞𝐧 𝐝𝐢𝐝 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐟𝐞𝐞𝐥 𝐫𝐞𝐚𝐥 𝐭𝐨 𝐲𝐨𝐮?

Five vehicles that can help you make the most of saving for college.

05/22/2026

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...

05/15/2026

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher oil prices, and what a new Federal Reserve chair means for monetary policy.

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher...

05/15/2026

Wednesday night, our team hosted a private dinner for COIs and business owners to discuss what to consider when thinking about selling your business.

A big thank you to Jason Spitz for leading a candid conversation on valuation drivers, timing a transition, and avoiding common exit-planning pitfalls - reinforcing the importance of planning well before a transition is on the horizon.

If a business transition is on your radar (even “down the road”), we’re happy to be a resource: https://sommersbergergroup.bairdwealth.com/entrepreneurs

05/08/2026

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates might mean for stocks and whether the greatest threat to AI could be political in nature.

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...

05/01/2026

Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.

1 like. "Market Strategy Weekly – May 1, 2026"

04/24/2026

Strategas Chief Economist Don Rissmiller walks us through his belief that the U.S. dollar is on firm footing at the global reserve currency, highlighting the dollar’s still-dominant role in global trade, debt markets, and as a reserve holding.

2 likes. "Market Strategy Weekly – April 24, 2026"

04/20/2026

This past Saturday, we enjoyed hosting clients and their families for a private showing of the new Mario movie. It was a great afternoon filled with popcorn, nostalgia, and good company - and a fun way to connect outside our usual meetings.

You know it’s a good event when Mario shows up!

Thanks to everyone who joined us.

04/17/2026

Strategas President Nicholas Bohnsack talks through the immediate outlook for markets and the economy in the face of conflict in Iran, as well as the need for a shifting asset allocation framework in a deglobalizing world.

Market Strategy Weekly – April 17, 2026