The Perry Group - Baird Private Wealth Management

10/26/2026

What does it mean to work with a true team?

Shawn Perry shares why teamwork matters in financial planning and discusses The Perry Group’s approach to working together.

Learn more about our team or schedule a call by visiting: https://perrygroup.bairdwealth.com/meet-the-team

10/23/2026

Happy Friday from the Perry Group!

This week’s Five for Friday looks at what’s helping markets remain resilient and why investors should still be prepared for some bumps along the way:

• Market rotation is helping support stocks: As leadership shifts among Technology, Healthcare, Energy and Financials, money has continued to stay invested, helping keep the broader market relatively calm.
• Volatility is normal, even in good markets: The S&P 500 has experienced 25 declines of 10% or more over the past 50 years, including corrections during periods of economic and earnings growth.
• Consumers continue to show resilience: A strong labor market and rising household wealth, including significant home equity, are helping support consumer spending despite inflation.
• The U.S. dollar is having a strong year: The dollar is up about 4% against a basket of foreign currencies in 2026, reinforcing the continued appeal of U.S. markets to global capital.
• A reminder about innovation: The original iPod debuted 25 years ago during a recession and initially received lukewarm reviews, a timely reminder that transformative ideas aren’t always obvious at the start.

Read the full Five for Friday here: https://perrygroup.bairdwealth.com/resource-center/investment/five-for-friday-october-23-2026

10/23/2026

A Conversation Today. A Relationship for the Future.

Meeting a financial team for the first time should feel welcoming, a place to ask questions, share your priorities, and feel heard.

In this video, Mitchell Harralson shares what you can expect from your first meeting with The Perry Group and why understanding you personally is such an important part of the process.

We’d welcome the opportunity to get to know you.

Visit https://perrygroup.bairdwealth.com to learn more or call 270-467-9664 to schedule a consultation.

10/21/2026

Brooke, Brendan, Jacqueline and Eli spent the day at the WKU Gordon Ford College of Business Internship Fair, meeting students and sharing more about Baird. It was a great opportunity to connect with students as they explored different companies and future career possibilities!

Partner with The Perry Group to align your financial goals with tailored strategies. Contact us today to start planning your financial future.

10/20/2026

💰 Making the Most of Your Final Paychecks of the Year

As the year winds down, your final paychecks are a great opportunity to review retirement contributions, flexible spending accounts, health savings contributions, and other workplace benefits that may have year-end deadlines.

Think of it as a reset before January — a fresh season and a fresh financial plan. Taking care of a few details now can help you start the new year with greater clarity and confidence.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

10/20/2026

Your Life Evolves. Does Your Estate Plan Reflect It?

Your estate plan helps communicate your wishes for the wealth you’ve worked hard to build. Keeping your estate plan current is an important part of honoring your wishes and planning for the people you love.

Brooke Cassady explains why reviewing your estate plan matters and how those conversations fit into your broader financial plan.

Let’s start a conversation about your goals and your legacy.

Visit https://perrygroup.bairdwealth.com to learn more or call 270-467-9664 to schedule a consultation.

10/19/2026

We’re looking for our next summer intern!

If you or someone you know is looking for an opportunity to gain hands-on experience in Private Wealth Management, we’d love for you to learn more about our 2027 Summer Internship in Bowling Green.

Please feel free to share with a college student who may be a great fit for our team!

https://www.bairdcareers.com/jobs/r20261103/internship-private-wealth-management-bowling-green-ky-summer-2027/

10/16/2026

Happy Friday everyone!

This week’s market update looks at five timely topics: the bull market’s fourth birthday, higher interest rates, a stronger job market, rising deficits and America’s enduring entrepreneurial spirit. Together, history and continued innovation offer reasons for optimism about what may lie ahead.

https://perrygroup.bairdwealth.com/resource-center/investment/five-for-friday-october-16-2026

10/16/2026

Finish the Year with a Plan.

As the year moves forward, it’s a good time to revisit your financial priorities. Does your investment mix still reflect your goals? Are there tax-planning opportunities or required minimum distributions to discuss before year-end?

In this video, Jake Gaebler shares key planning considerations for the second half of the year and why taking time to review them matters.

Let’s talk about your next steps.

Visit https://perrygroup.bairdwealth.com to learn more or call 270-467-9664 to schedule a consultation.

10/15/2026

As the year comes to a close, now is a good time to review the financial details that can make a difference. 📊

Before December 31st, consider taking a look at retirement contributions, charitable giving, required minimum distributions, beneficiary designations, and other important year-end planning items.

The Perry Group is here to help you review your plan and make sure nothing gets overlooked.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/