Broker Check

News and Insights

Welcome, Jessie!

Welcome, Jessie!

February 2, 2023

We are pleased to announce the addition of Jessie Hymes to The DDK Group! 

Learn more
Bull and Baird: "They"

Bull and Baird: "They"

January 24, 2023

Baird's Market Strategist Michael Antonelli discusses what may be one of the biggest impediments to financial success. 

Learn more
Quarterly Market Update

Quarterly Market Update

January 13, 2023

In this Quarterly Market Update, our partners at Strategas break down today’s markets and illustrate our current situation in 8 simple charts.

Learn more
Baird Fall 2022 Digest

Baird Fall 2022 Digest

October 6, 2022

News and Perspective for Growing and Preserving your Wealth

Learn more
Inflation Adjustments for 2023 Exemptions & Exclusions

Inflation Adjustments for 2023 Exemptions & Exclusions

October 3, 2022

As we enter the fourth quarter of 2022 and begin to plan for next year, we wanted to let you know that the gift tax annual exclusion and the estate and lifetime gift tax exemption amounts are expected to increase due to inflation in 2023. 

Learn more
Bull and Baird: Survive and Thrive

Bull and Baird: Survive and Thrive

September 28, 2022

Since the dawn of time, humanity has been required to do two things at once: Survive and Thrive. Survive difficult times, but also flourish. It’s the same for investors.

Learn more
Tax Implications of the Inflation Reduction Act of 2022

Tax Implications of the Inflation Reduction Act of 2022

September 1, 2022

President Joe Biden recently signed the Inflation Reduction Act of 2022, which focuses primarily on clean energy incentives and healthcare costs for Americans. Also included in the bill is a corporate minimum tax and an increase in IRS funding, which may mean an uptick in audits in a few years. 

Learn more
Bull and Baird: Was That the Bottom?

Bull and Baird: Was That the Bottom?

August 16, 2022

As I write this blog, the S&P 500 sits about 12% below the all-time high it made in January. In June of this year it was down 23%—one of the worst starts in history—but since then it has bounced significantly. Which raises the question: Was that the low in June?

Learn more
Market & Policy Mid-year Outlook

Market & Policy Mid-year Outlook

July 11, 2022 Outlooks

It’s been a tumultuous first half of the year, and there are several unknowns ahead— including the midterm elections in November. To help us make sense of the interconnected variables at play, Baird’s market strategy experts at Strategas sat down to address several questions on inflation, corporate profits, consumer health, and more.

Learn more
Market Volatility and Expectations

Market Volatility and Expectations

July 6, 2022

We hope you enjoy this piece from Michael Antonelli about market volatility and expectations.

Learn more
Welcome, Catherine!

Welcome, Catherine!

June 29, 2022

We are pleased to announce the addition of Catherine Murray to The DDK Group!

Learn more
An Inflation Miss and a Bear Market

An Inflation Miss and a Bear Market

June 17, 2022

Learn more
A Perspective on the Markets

A Perspective on the Markets

May 25, 2022

For several weeks, the market has maintained a level of volatility that can feel uncomfortable. To help you make sense of this, Baird’s market strategy experts at Strategas sat down to answer a spate of questions regarding market volatility, inflation, supply chain issues and the overall outlook of the market.

Learn more
It's Not Different This Time

It's Not Different This Time

May 4, 2022

We hope you enjoy this piece from Michael Antonelli. Of particular interest to us are his comments on human behavior, which touches on a topic near and dear to our heart – behavioral finance. We hope to write more broadly about this field of psychological study later in the year as we believe it affects outcomes as much as asset allocation and manager performance.

Learn more
Q1 2022 Review & Outlook

Q1 2022 Review & Outlook

April 20, 2022 Outlooks

The new year saw markets peaking in the first couple of trading days with the volatility of the latter part of Q4 2021 continuing throughout the quarter. All asset classes, except for supply constrained commodities, showed remarkably consistent returns to the downside. The Federal Reserve, having just begun its rate hiking and quantitative tightening, is clearly playing catch-up to realized inflation. 

Learn more
Welcome Brad!

Welcome Brad!

April 13, 2022

We are pleased to announce the addition of Brad Nortman to The DDK Group!

Learn more
Death, Taxes and... Demographics

Death, Taxes and... Demographics

March 30, 2022

After months of feverish speculation, last week the Fed announced the first increase in interest rates since 2018 – with six additional increases to come in 2022. This long-expected announcement is, in part, intended to help slow inflation that’s increasing at the fastest clip in 40+ years. Baird Vice Chairman, John Taft, spoke with our colleague Warren Pierson, Co-Chief Investment Officer at Baird Advisors, to get his perspective on the impact of demographics on inflation and interest rates – and what we might see in the months and years ahead.

Learn more
Is It Time to Sell Stocks

Is It Time to Sell Stocks

March 18, 2022 

Our friends at Dimensional Fund Advisors recently addressed market timing and tactical asset allocation against the current environment of rising inflation, the likelihood of higher interest rates and the War in Ukraine. The historical perspective adds good support for the conclusion that attempts to avoid short term volatility can lead to significant portfolio underperformance over the longer term and our view that clients remain at or near their strategic asset allocation while maintaining enough cash to meet near term needs. Should you wish to discuss with a member of our team please do not hesitate to reach out.

Learn more
Russia - Ukraine Tensions

Russia - Ukraine Tensions

February 25, 2022

Baird's Washington Policy team takes a look at some potential next steps, likely sanctions, and longer-term implications of the action.

Learn more
Q4 2021 Review & Outlook

Q4 2021 Review & Outlook

January 15, 2022 Outlooks

Last quarter, we observed that the Fed would likely normalize rates faster than some expected as to not let the economy overheat. The early January markets seem to be proving that out. The knock-on effects of higher rates are being felt in the equity markets. Growth companies have been most affected when measured by fundamentals such as earnings as well as the discounted present value of future earnings. Until corporate earnings show the ability to outpace the effect of interest rates on stock prices there will be increased volatility in the equity markets. Value should continue to outpace growth over the near term; a trend that began late in 2021 and has accelerated in early 2022. It is against this backdrop that we attach Baird’s 4Q21 Market Update and Rolling Asset Class Returns for the past 20 years along with quarterly 2021 asset class returns

Learn more