Key Themes For Your Investment Portfolio In 2025
Baird's Your Wealth and You
Co-hosts Amy Riley and Ray Ballantine recap this week's market movers, explore key investment themes for navigating 2025, and answer listener questions to help you stay on track with your financial goals.
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Actions to take when the market is down (4-27-2025)
Baird's Your Wealth and You
Jim and Jayme talk about some actions that you can take when the markets are down.
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What to Know & What to Do
Baird's Your Wealth and You
Kurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler alert: we see opportunity).
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Chasing Double Digit Returns: How Often Does It Really Happen?
Baird's Your Wealth and You
Co-hosts Amy Riley and Tyler Vallano kick off this week's episode with a market update, covering the latest headlinds and what's moving the markets. Then, we dive into the data behind double-digit returns in the market - how often they actually happen and what that means for long-term investors. We wrap things up by answering listener questions on investing, strategy, and market trends.
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How Investors Should Think About Tariffs
Baird's Your Wealth and You
Co-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically difficult...and how to address it.
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The Week of "L's" Long Term Care, Liberation, Losses
Baird's Your Wealth and You
Jayme Meredith and Ray Balantine discuss the volatile week in the markets, an update on Long Term Care payment options, and a deep dive into President Trump's Liberation Day tariff announcement that rocked the markets.
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Annuities and When They Could Make Sense
Baird's Your Wealth and You
Jayme Meredith and Amy Riley start off this episode with comments from the markets this week. Jayme and Amy then discuss annuties. They review what annuities are, common questions, and considerations to keep in mind. They then share ideas of when annuities could make sense to own as a piece of your overall portfolio.
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What to Focus on During Times of Market Volatility
Baird's Your Wealth and You
Hosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions.
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Washington and Wall Street
Baird's Your Wealth and You
Co-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond.
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Rocky Week in the Markets
Baird's Your Wealth and You
On this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions.
info_outlineCo-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions.