The Wathen Lobel Miller Schultz Group

12/30/2024

12/19/2024

Determine your own “retirement readiness” by asking yourself these 7 questions.

Before you hang it up for good, ask yourself these 7 questions.

12/18/2024

Outlooks, Sentiment, The Dollar, Swifties, and Friday the 13th. Read Ross Mayfield's most recent article today.

Ross talks about forecasting, dollar strength, sentiment perking up, Taylor Swift, and Friday the 13th.

12/16/2024

With the holidays rapidly approaching, now could be a good time to start the conversation about your family’s wealth. Here’s what you need to know.

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

12/06/2024

You may be affected by a series of potential changes to our federal tax code set to occur in a couple of years. Baird’s Director of Advanced Planning Tim Steffen breaks down these changes and how to prepare.

Provisions of the Tax Cuts and Jobs Act are set to sunset in 2025, resulting in implications for you and your tax planning.

12/03/2024

Giving appreciated securities to charity can help both you and your favorite nonprofits. Here are the rules to keep in mind.

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

11/27/2024

The IRS recently released its inflation adjustments for 2025 related to personal income tax, retirement contributions, estate taxes, and Social Security benefits. Here's what you need to know.

Here's what you need to know about recently increased limits for gifting, retirement contributions, and more.

11/11/2024

Today, we express our deepest gratitude to those who have bravely served our nation.

08/05/2024

No doubt, August 2024 has been a volatile moment in stock market history, just like March 2020, Fall of 2018, Fall of 2015, Fall of 2011, Fall of 2008, Fall of 2001….

Yet investors have managed to grow and compound wealth through all of it.

Thoughts on the recent market sell-off with Baird's Market Strategist Michael Antonelli. Read latest piece here! https://bit.ly/4cdPHAs

07/19/2024

"Why are stocks up so much? Is this the top?"

Since the market low in October 2022:

* The S &P 500 is up nearly 60%.
* NASDAQ is up nearly 90%.
* Dow Jones is up nearly 40%

So, what gives? Baird's Michael Antonelli and Ross Mayfield share their views in the latest edition of "All That Matters". Read/watch below!

Is the bull market peaking? Not so fast. Mike and Ross explain why they continue to be optimistic about the current market rally.