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The Hollander Group Podcast

Aug 2, 2023

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.

Jun 15, 2023

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. 

Feb 15, 2023

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...

Feb 1, 2023

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...

Jan 12, 2023

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.