Eric Jones, CFP®

Husband, father, soccer player, public servant, financial advisor w/ @rwbaird. Combining 20y of nuclear industry exp with a passion for financial wellbeing.

[Eric Jones, CFP® @Nuke_Finance]

@tkinder @BullandBaird Not if Amazon goes out of business

[Eric Jones, CFP® @Nuke_Finance]

@JonLuskin @PJMiguel5 @PhysicianOnFIRE Similarly I could send you a fund manager we all know who has been around for 80+ years and beats the indexes on 90% of their strategies over their lifetime. It probably wouldn’t look the same over the last 20 years exclusively for reasons I’ve stated earlier.

[Eric Jones, CFP® @Nuke_Finance]

@JonLuskin @PJMiguel5 @PhysicianOnFIRE I wasn’t trying to sell anything to you. I run portfolios using a variety of strategies based on the client’s preferences. Sometimes that’s an index approach, sometimes it’s not. But as a data nerd I hate looking at a 20-year set and making conclusions about the next 20 years.

[Eric Jones, CFP® @Nuke_Finance]

@JonLuskin @PJMiguel5 @PhysicianOnFIRE So the hypocrisy there is stating that looking at history is a bad way to judge active returns but a good way to judge passive returns. The truth is we know nothing about what will work tomorrow. Equal weighted S&P? Low vol international? Active small cap growth? Managed futures?

[Eric Jones, CFP® @Nuke_Finance]

@JonLuskin @PJMiguel5 @PhysicianOnFIRE Many active funds with long track records outperform their “indexes” when you go back to the .com crash since they had a more risk-managed approach. S&P index funds have had a great 20 years, but I’m not willing to make a blanket statement that they will always be best.

[Eric Jones, CFP® @Nuke_Finance]

@JonLuskin @PJMiguel5 @PhysicianOnFIRE That is a rather broad statement since it neglects what strategy the “active” fund is targeting. Passive funds have had a good run, but they only do one thing well: dump money into 10 tech stocks. What happens when that strategy stops working?

[Eric Jones, CFP® @Nuke_Finance]

Financial wealth is just part of the capital we use to build a family legacy. Baird Family Wealth's Melanie Schmieding looks at the sources of family capital that often get overlooked. https://t.co/d4A80iN9yX

[Eric Jones, CFP® @Nuke_Finance]

Strategas Head of Macro and Technical Strategy Chris Verrone talks through a grab bag of market items, including a tepid leadership backdrop, a historical comparison for the current environment, and some thoughts on Gold. https://t.co/ksPKQ9ESnL

[Eric Jones, CFP® @Nuke_Finance]

Safety, Simplicity, and Yield. These three principles guide our client-centric approach to cash management. Learn more about how to protect and grow your cash with Baird’s Cash Sweeps Program. https://t.co/VrSRXfV59o

[Eric Jones, CFP® @Nuke_Finance]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/zUmzeBteBa

[Eric Jones, CFP® @Nuke_Finance]

Strategas Technical Strategist Todd Sohn breaks down recent action in the stock market, including what to make of a mixed year so far, where leadership and weakness lie, and how ETF flows reflect still-skittish investor sentiment. https://t.co/zFwzgEg01f

[Eric Jones, CFP® @Nuke_Finance]

Roughly 22% of U.S. adults say their expenses are higher than their income, according to recent Axios polling. Here are 6 tips to help you put your debt to work for you. https://t.co/hFsEVP4vtU

[Eric Jones, CFP® @Nuke_Finance]

When you're planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give. https://t.co/RqjjvQPHfm

[Eric Jones, CFP® @Nuke_Finance]

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the recent decision from the Federal Reserve to raise interest rates, how the market is disagreeing with the Fed’s outlook, and where Strategas is seeing value in the bond market. https://t.co/X47thh1dLw

[Eric Jones, CFP® @Nuke_Finance]

Even if your income is too high to contribute to a Roth IRA, you may still be able to take advantage of these key retirement vehicles. Here’s how to get in through the back door. https://t.co/5XBywFcxCe

[Eric Jones, CFP® @Nuke_Finance]

Do market volatility and inverted yield curves have you worrying about a recession? Here are 5 actions investors can take right now to prepare. https://t.co/5Spq0W2L4a

[Eric Jones, CFP® @Nuke_Finance]

Strategas Chief Economist Don Rissmiller walks us through what recent bank failures could mean for Fed policy, how he thinks about inflation at this moment, and why the outlook for stocks is different now than it was for the last several decades. https://t.co/ITi3dKNCRa

[Eric Jones, CFP® @Nuke_Finance]

Wife mentioned something about an awards show being on tonight but I’ll be watching the Last of Us finale which will win all the awards next year.

[Baird @rwbaird]

Baird is honored to be the official naming rights partner for the Wisconsin Center, the state’s largest convention center, currently undergoing a major expansion set to open in May of 2024. Learn more: https://t.co/9NdyD34Gbb

[Eric Jones, CFP® @Nuke_Finance]

Interest rate expectations, sticky inflation on the corporate earnings picture, the importance of cash flow generation, plus themes of deglobalization and energy security—we get into it all with Strategas Head of Portfolio Strategy Nicholas Bohnsack. https://t.co/ghZ3PsQtPj