The Settle Group – Baird Private Wealth Management

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...

05/07/2026

It was a great day for a tractor ride 🚜 at the Women’s Guild Luncheon hosted at Moore Farms.
Beautiful setting, delicious food, & bluegrass music all in support of local nonprofits. Not a bad way to spend a Thursday afternoon.
Thanks to the Women’s Guild of Owensboro and to David & Kelly Moore for a lovely time!

05/06/2026

From credit cards to a HIPAA waiver, here’s how to get the young adult in your life started on the right foot as an adult...while maintaining loose control as a parent.

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.