The Week of "L's" Long Term Care, Liberation, Losses
Release Date: 04/06/2025
One Big Beautiful Bill & You
Baird's Your Wealth and You
Co-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes to Qualified Charitable Distribution (QCD) reporting.
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War & Peace of Mind
Baird's Your Wealth and You
Kurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you.
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Iran Israel Conflict, The Fed, and Financial Wellness
Baird's Your Wealth and You
Tyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't.
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Opportunities in Treasuries? How about some TIPS?
Baird's Your Wealth and You
In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring. Jayme closes the show with some advice and discussion on non-US investing.
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Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits
Baird's Your Wealth and You
Co-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and shifting priorities.
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Tax Bill Update & Ancient Wisdom for Modern Investors
Baird's Your Wealth and You
Co-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today.
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Market Recovery & Realistic Expectations
Baird's Your Wealth and You
Shannon and Tyler discuss the recovery in the market over the last few weeks, setting realistic expectations for your financial plan, and answer questions from our listeners.
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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).
info_outlineJayme 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.