The Settle Group – Baird Private Wealth Management

06/16/2026

The thing about this business is that much of the time, it's not about the numbers.
It’s about the people sitting across the table.
The conversations you're having when markets are volatile.
The trust that builds over years, not months. And oftentimes, generations.

This video provides a glimpse into the team behind the work.
Different backgrounds.
Different perspectives.
Different strengths.
One shared focus -
Understanding, guiding, & taking care of the people who trust us with what they've worked so hard to build. It's a big responsibility. We know it and we take it seriously.

If you want to experience:
- Team-based financial guidance & planning,
- Proactive communication & real follow through,
- And a group that truly puts People First, Let's Get to Know Each Other!
Reach out to us here and we'll be in touch.

This is "Get to Know Us: The Settle Group" by The Settle Group on Vimeo, the home for high quality videos and the people who love them.

06/08/2026

This rainy morning has us daydreaming about sunshine, race endorphins, and Saturdays in the park ☀️

The Settle Group was proud to sponsor the 4th Annual Run for Foxy Roxie 5K. If you’ve ever been, you know it’s more than a race. It’s families, strollers, kids sprinting the last stretch, and a whole lot of heart.💕

The day honored Roxanne “Foxy Roxie” Pickrell in the best way possible, by bringing the community together and giving back to local causes that matter.

Moments like this stick with you. Good people. Good energy. The kind of morning that reminds us why we love calling Owensboro home!

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...

05/20/2026

Today was Baird’s annual meeting in Pittsburgh, PA. The Settle Group joined virtually & had two special reasons to celebrate.

Congratulations to Mitch on a legacy milestone of 40 years with the firm! And our newest team member, Lily is a new Baird shareholder!! Please join us in congratulating her!

Being employee-owned is a true differentiator. As shareholders, every member of our team is personally invested in the long-term success of our clients, our firm, and each other. Success in this industry requires a high level of focus & excellence. It is dependent on those who are around us. We are owners and it shapes how we show up for each other & deliver for our clients.

05/18/2026

Life asks for the same thing long-term investing does: perspective.

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...

05/14/2026

Fresh Start for Women is such a fantastic organization!
It was our pleasure to spend time on their campus yesterday, cleaning & organizing so the women who are working to put the pieces together have a place to share fellowship, support, and to play with their kids.
It feels good to do good! 🥰

05/14/2026

05/14/2026

Sun was out☀️
Sleeves were rolled📦
And our team showed up!💙

Proud to take part in Baird Gives Back Week and spend time supporting the community we call home. Days like this remind us why relationships matter so much, in and out of the office.

Grateful to be part of a firm, and a community, that puts people first!

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...