The Perry Group - Baird Private Wealth Management

08/28/2026

There is always a lot happening in the markets and the economy, but sometimes it helps to break it down into five quick topics.

This week’s Five for Friday covers interest rates, economic growth, jobs, company earnings, and a fun piece of weather history. Give it a read below!

https://perrygroup.bairdwealth.com/resource-center/investment/five-for-friday-august-28-2026

08/27/2026

The market has been through plenty of uncertainty, but it has continued to grow and reach new highs. The key is having a plan, taking the right amount of risk for your life, and staying focused for the long run. Read the full article below:

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.

08/27/2026

Michelle loaded up Cooper and her grand-dog, Cricket, for a lake day last weekend! Based on those faces, we think they approved of the plans.

08/26/2026

One of the perks of working with Michelle: afternoon matcha! She has become our resident matcha expert and is always happy to make one for anyone who needs a little pick-me-up. Jacqueline and Brooke may be her most loyal customers.

08/26/2026

Marriage, divorce, children, grandchildren, or other major life changes may be a good reason to revisit your beneficiaries.

Taking a few minutes to review your important documents today may help avoid unnecessary complications down the road.

Contact The Perry Group to schedule a review.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

08/18/2026

Mitchell is officially a married man! We had to share this beautiful picture from their recent wedding. Congratulations to Mitchell and his wife, Annee!

08/18/2026

Are your retirement savings still on pace with your goals? 📈

Life changes. Markets change. Your retirement strategy should be reviewed along the way, too. A regular check-in can help you understand where you stand, what may need attention, and whether your current plan still aligns with the future you have in mind.

Let’s review your progress.
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

08/14/2026

How many things have we worried about that never actually happened? When it comes to investing, the headlines can make it easy to expect the worst. This article is a good reminder of why perspective, patience and a long-term plan matter.

Mike and Ross revisit the worries markets left behind.

08/13/2026

🔍 Seeking Financial Guidance? Whether you're unsure about your current investments or just want a fresh perspective, The Perry Group is here to assist with our "Ask Us Anything" service!

❓ Submit Your Questions.
👥 Get insights from 3 certified financial planners.
🔐 No strings attached, just honest advice.

Ready for clarity? Visit our website to get started!
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

08/12/2026

How is summer already over for the kids? It was back-to-school day for several of our team’s families, and we had to share these cute first-day pictures. We hope everyone with kids heading back to school has the best year yet!