Tricia and Teri talk with Ryan Katona, Regional Director at Russell Investments. They discuss the hidden impact of taxes on portfolio returns; particularly tax drag, which refers to lower net returns due to the impact of taxes on a portfolio. Ryan explains strategies to minimize tax drag, such as reducing turnover, avoiding tax-inefficient investments, and utilizing tax loss harvesting. Ryan also introduces direct indexing, a strategy that allows investors to own individual stocks that aim to track an index’s return while actively harvesting losses along the way.

Tricia and Teri talk with Baird Wealth Strategist, Kenan Peterson, to discuss the unique and sophisticated needs that business owners and high net worth families have and the experience that The Hollander Group and Bair Wealth Solutions Group can provide to navigate those complecities. 

The Hollander Group had the opportunity to talk with Katie Schoen,  Global Head of Investor Relations & Operations for Baird Capital.  Katie discussed the types of businesses that Baird Capital invests in and the resulting Private Equity and Venture Capital investment opportunities that Baird Capital creates.

The Hollander Group had the opportunity to talk with Elizabeth Thompson and Chris Johnson from Baird's Business Owner Solutions Team. Tricia Hollander Henning and Teri Hollander Albin addressed the current Private Equity appetite for acquiring private businesses with Chris and Eliazbeth including the ability to create a retirement transition opportunity for Owners and Key Managers while keeping the company in tact via roll ups and other strategies. They discussed multiples, the lead-time in preparing a business and creating/maintaining a career path for Key Employees. 

Tricia and Teri interview Mark Nickel, President of Baird Trust Company to talk through how clients might utilize Baird Trust in their overall financial plan. Mark explains trusts and describes how Baird Trust may serve in the role as trustee or executor, and how that may impact your relationship with The Hollander Group.

Ross Mayfield, an Investment Strategy Analyst at Baird joins The Hollander Group to break down whether we should be concerned about a deep recession, how the 2024 Presidential election might affect markets, and positioning bonds in a portfolio. 

There has been a lot of talk about Secure Act 2.0 since Congress passed their spending bill in late December. In their latest interview, The Hollander Group talks with Tim Steffen, Director of Tax Planning at Baird, to break down the complex set of changes largely related to retirement contribution and withdrawal rules and to discuss planning opportunities that Secure Act 2.0 may provide.

The Hollander Group talks with Max Mann, CFA, CMT, Portfolio Manager with Baird's Specialized Asset Management abouth the challenging 2022 markets and what might lie ahead. They explore current economic conditions, recession fears and the Fed as well as S.A.M. Team's thoughts on portfolio construction looking into 2023 and beyond. 

The Hollander Group connects with Mark Eibel, Director of Investment Strategies at Russell Investments to talk about National Debt, an outlook for the year and what Mark sees on the horizon for high net worth families.

The Hollander Group sits down with Parri Black and Laura Keys to discuss the history and current impact Youth First is making in the Evansville community. Listen to learn how you may help stengthen the lives of young people and their families in our city and surrounding area by supporting Youth First.