Client's Corner by Nick Murray
EDITOR’S NOTE: Nothing in what follows constitutes a recommendation to purchase the stocks of the companies mentioned. They are cited for illustrative purposes only. No investment decision should ever be made without consultation with your financial advisor, and then only after carefully considering your financial goals and your risk tolerance.)
I begin by suggesting a hypothesis, to wit: The enduring values of consistently successful businesses are one thing, and the prices of those companies’ stocks on any given day are another thing. And that not infrequently—when huge waves of investor enthusiasm carry stock prices.......
(click here to view the article).
Navigating The Medicare Maze: Making Sense Of Federal Health Insurance
As Medicare Open Enrollment approaches, many individuals nearing or already at Medicare age may find themselves seeking clarity and trusted guidance.
We invite you to join us for an informative session led by Baird Wealth Planners, Ron Johnson, CFP®, and Matt Urbanek, CFP®, CRPC®, who will help demystify the complexities of Medicare planning. They will walk you through:
- The essentials of Medicare
- The open enrollment process
- Common misconceptions and costly mistakes
You'll also gain valuable insights on how to maximize your coverage and make financially sound decisions tailored to your needs.
LAST CALL: Retirement Planning Fundamentals Course Offered!
This fall, our team has once again partnered with the Association of Financial Educators nonprofit organization to teach the Retirement Planning Fundamentals course in the Roswell & Alpharetta area. Many of you have taken this educational and entertaining course before. Each course consists of 2 sessions. We teach in a friendly, relaxed atmosphere where participation and questions are encouraged! The registration period is now open! If you know someone who may have interest in taking the course, please feel free to forward this LINK to them.
Odds & Ends
- Tim Steffen, Baird's Director of Advanced Planning, provides an overview of Planning Moves to Consider Before Year-End. 2025 has been a year marked by economic uncertainty, sweeping tax legislation, and a series of pivotal policy developments – all unfolding in a world that seems to shift by the minute. These changes can have a direct impact on your financial plan, making it more important than ever to reassess and adjust your strategy for this year and the year ahead. As you wrap up 2025 and look toward a strong start to 2026, consider the following planning moves.
- Davis Advisor's Chairman & Portfolio Manager Chris Davis, speaks to the importance of behavior on investment performance. Click here to view the interview on Bloomberg Wealth with David Rubenstein.
The Boosel Ringwala Group at Baird
555 North Point Center E, Suite 500
Alpharetta, GA 30022
(678) 762-3000
WWW.TBRGBAIRD.COM