Dec 7, 2021
Tricia and Teri sit down with Mark Nickel, President and Chief Investment Officer of Baird Trust to talk inflation, interest rates, and what we might see from the Fed in the near future. The three discuss how all of these, amongst other items may impact the individual investor.
Dec 7, 2021
Teri and Tricia interview Chris Staples, Chief Operating Officer of Baird Trust about the evolution of the estate and tax changes being negotiated in Congress and potential impacts on family tax and estate planning.
Jun 17, 2021
The Hollander Group had the opportunity to talk with Leo Whitt and Jason Spitz from Baird's Business Owner Solutions Team to discuss today's active business transaction market, business valuation, and preparedness to sell.
Apr 8, 2021
Tricia and Teri had the opportunity to talk with their friend Jamie Levy, the President and Chief Vision Officer of JDLevy & Associates. Jamie is a published writer, keynote speaker, and through his teaching and consulting has become recognized for his expertise in the area of philanthropic sustainability...