))
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 3 CERTIFIED FINANCIAL PLANNERS ™ to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate retirement. You only get one chance to do it ...
…
continue reading
Are you a business owner that's thought about selling your business but don't know where to start? Andy McKay with Baird's Business Owner Solutions Team joins us on the podcast to talk about what business owners should thinkabout before going through the sale process, expectations about what all the process entails, and trends around the current Me…
…
continue reading
Brooke Cassady interviews Kristen Ahlenius, Director of Education and Advice at YML, to discuss financial wellness, some common mishaps with money and key takeaway for listeners looking to increase their financial wellness. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book…
…
continue reading
Shawn interviews Bryan Lewis, President, and CEO of Hope House Ministries in Bowling Green, KY, where they talk about the mission of Hope House, the Perry Richey Group’s partnership, and the Affordable Christmas toy drive. Hope House Ministries' mission is to alleviate physical and spiritual poverty through gospel restoration. For more information …
…
continue reading
With the average age of farmers rising, change is on the horizon in the agricultural industry. Consolidation of farming operations and a diminishing interest in continuing farming from the next generation two of the factors contributing to this disruption. In this episode, Shawn speaks with Lance Woodbury who is a Principal at K Coe Isom and serves…
…
continue reading
Brooke and Jacqueline have a conversation with Elizabeth Downing, Director of Outreach with Timesavers, about starting the conversation with loved ones about end of life stages before they happen, services Timesavers can provide to help alleviate stress, as well as how a pandemic can change the way families are planning for long term care.…
…
continue reading
Running and passing down a family business is a unique challenge. In this episode, Shawn speaks with Lance Woodbury who is a Principal at K Coe Isom and serves as an advisor to closely held agricultural businesses. Lance has published two books on family business, The Enduring Legacy: Essential Family Business Valuesand Family Business: Genesis 37-…
…
continue reading
Many business owners have been overcome with wave after wave of difficult decisions to keep their businesses afloat over the last several months leaving them little time to think about strategic opportunities for the business . In this episode, Shawn and Jaleigh White, Director of High-Net-Worth Solutions at Baird, discuss both personal and busines…
…
continue reading
In this episode, Shawn sits down with Jaleigh White, Director of High-Net-Worth Strategies at Baird, to discuss how to effectively engage with and support non-profit organizations in response to the COVID-19 pandemic. Now more than ever these organizations, which are vital to our communities, are depending on their Board of Directors and key volunt…
…
continue reading
In this episode, we get an updated market outlook from Mark Eibel. Mark is the Director of Investment Strategies for Russell Investments and frequently appears on networks such as CNBC, Bloomberg TV, and Bloomberg Radio.
…
continue reading
In this episode, Shawn speaks to Doug Sandler, Head of Global Strategy at RiverFront Investment Group. Doug speaks to natural stages that emerge during a market crisis and gives his thoughts as to where we currently sit on that spectrum. For more information about Doug and his team visit www.riverfrontig.com…
…
continue reading
In the episode, we take a break from providing you a market update and Shawn talks with Sam Ushio, Founder of GvG17 and Principal of Ikigai Labs. Sam who previously worked in a Corporate environment in the Financial Services Industry is now working with business and individuals to help them discover a greater purpose and meaning in their work. To s…
…
continue reading
1
Interview with Mark Nickel, President and Chief Investment Officer of Hilliard Lyons Trust Company
18:27
In this episode, Shawn sits down with Mark Nickel to get an update on the markets and discuss the opportunities and challenges of leading the Hilliard Lyons Trust Company in the new work from home environment.
…
continue reading
Shawn sits down with Michael Antonelli who is a Managing Director and Equity Trader at Baird to reflect on the events of the last month and lessons we can take from the Coronavirus pandemic. Michael is also well known for his blog titled, Bull and Baird, which you can view here: http://www.rwbaird.com/bull-and-baird-market-blog.…
…
continue reading
