Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.
The emergence of the economy from the pandemic has been very good news for most aspects of our financial lives – economic growth was strong in the first quarter, the unemployment rate has trended lower and retail sales surged in March. But there is one concern looming over the horizon: inflation expectations.
What did sitting at home and watching the stock market for 12 months teach young people about investing?
Do you fully understand your current estate planning documents? Or does it seem complex and you are unsure if your wishes will be carried our properly? Consider utilizing our team's comprehensive estate plan review service to simplify and understand your estate plan.
Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Creating your estate planning documents is and important but not the final step in the planning process. Find out why reviewing your asset titling can save your beneficiaries time and money if properly executed.