The Wathen Lobel Miller Schultz Group

The Wathen Lobel Miller Schultz Group is a private wealth management practice @rwbaird, taking a comprehensive approach to wealth and investment management.

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Roughly 22% of U.S. adults say their expenses are higher than their income. Baird provides 6 tips to help put debt to work for you!

#WeAreBaird #financialplanning #debtmanagement https://t.co/CwKHxYZKa9

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

In this week's video, Strategas Technical Strategist Todd Sohn talks pockets of strength in the equity markets and what ETF flows are indicating about investor sentiment.

#WeAreBaird #markets #investing https://t.co/5xhk1a7o4c

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

While the market started the year with a rally, there's caution ahead. In Strategas' updated outlook, Chairman Jason Trennert shares an up-to-date view of the economy, markets, and Washington policy in this two-page note.

#WeAreBaird #markets #inv https://t.co/V3jcSJlJVU

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Strategas Washington Research Analyst Jeannette Lowe details the federal government’s fiscal situation: drivers of change, potential catalysts for action, and the long-term implications of our shifting economic environment.

#WeAreBaird #investing #markets https://t.co/Ldr1q7HgwO

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Writing checks for charitable contributions? It may be easy, but it may not be the most efficient way to give. Baird provides tax-advantaged strategies to consider!

#WeAreBaird #charitablegiving #taxplanning https://t.co/xkojaNEJZK

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

As of January 2023, the annual gift tax exclusion amount increased to $17,000 per person, per year. Baird lays out everything you need to know about strategic gifting.

#WeAreBaird #estateplanning #taxes https://t.co/EyccnhjlEv

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Love this!! Baird's Private Wealth Management Investment Strategy Analyst Ross Mayfield spoke to students recently at the University of Southern Indiana on investing!

#WeAreBaird #BairdGivesBack #investing https://t.co/fFwugq2QtN

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

As we approach April 15th, Baird shares simple steps to reduce the headaches -- including identity theft protection (prime time for identity thieves to access personal information!)

#WeAreBaird #taxplanning #wealthmanagement https://t.co/TZ9RNiHgma

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Strategas, A Baird Company, Jeannette Lowe explains the debt ceiling situation - why it's happening, the timeline for it to play out, the likelihood of the US defaulting, and what the uncertainty could mean for markets.

#WeAreBaird #markets #debtceilin https://t.co/WJKmekjUn9

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

With the explosion in the extent to which we live our lives online, we can no longer exclude digital assets from the estate planning process. A great article by Baird Trust's Mark E. Criner III Trust Strategist.

#WeAreBaird #digitalestate #planning https://t.co/upqofLNqJ1

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Baird's Private Wealth Management Market Strategist Michael Antonelli discovered what may be one of the biggest impediments to your financial success! Read the latest Bull & Baird post in the link below.

#WeAreBaird #investing #wealthmanagement https://t.co/im5QSIEZiP

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Strategas Technical Strategist Todd Sohn discuss the U.S. stock outlook, which sectors are outperforming, and how to break down U.S. vs. International.

#WeAreBaird #stockmarket #outlook https://t.co/OFH0Kriu9m

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

53 percent of all women age 70 or older are widowed or divorced, according to the U.S. GAO. Here’s how to start thinking about retirement, even if you’ve never handled your finances before.

#WeAreBaird #retirement #financialplanning https://t.co/Kk4PhP3t1x

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Baird Trust's latest market commentary: "A Future Filled With Opportunity" highlights some of the benefits awaiting investors participating wisely in the current market.

#WeAreBaird #BairdTrust #investing https://t.co/txQ6GfO16h

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Happy New Year! May 2023 be full of gratitude, peace and good will to all.

We wish you all a happy and healthy new year, and we look forward to working with you in the coming year. Here's to a successful and prosperous 2023!

#WeAreBaird #HappyNewYear #2023

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

On the occasion of Kwanzaa, may this week be full of lots of good times and beautiful memories for you and your loved ones. Warmest wishes to you, Heri Za Kwanzaa!

#WeAreBaird

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

May the message of Christmas fill your life with joy and peace! Best wishes from the Wathen Lobel Miller Schultz Group to you and your family this holiday season.

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Wishing our clients, family & friends peace and light this holiday season. Happy Hanukkah!

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

Physician owning your own practice? Baird offers a few proactive solutions to ensure your practice runs smoothly.

#WeAreBaird #physicians #physicianplanning https://t.co/yP1RNlOvzA

[The Wathen Lobel Miller Schultz Group @WLMSGroup]

How could a collaborative design of family values impact your legacy? Melanie Schmieding CTFA and Director of Baird Family Wealth offers her advice on uncovering family values.

#WeAreBaird #financialplanning #wealthstrategies https://t.co/psECoLAa3t