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News & Insights

BRIDGING THE GAP

Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.


The ABCs of HSAs

MARCH 15, 2022 INSIGHTS


With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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Addressing Recent Market Volatility

MARCH 2, 2022 INSIGHTSINVESTMENTS


It’s no secret that we’ve had a volatile start to 2022—in the financial markets and in the real world. Strategas Chairman and CEO Jason Trennert discusses recent geopolitical volatility, what it means for inflation and the Fed, and his outlook for equities for the rest of year.

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How To Deal With The Inevitable Market Volatility

FEBRUARY 1, 2022 INSIGHTSINVESTMENTS


Though they can be painful, market corrections are a natural and necessary part of long-term investing.

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The IRS’s Inflation Adjustments for 2022

JANUARY 20, 2022 INSIGHTSINVESTMENTS


The IRS has announced its 2022 inflation adjustments, many of which will have positive ramifications for taxpayers. Here’s what you need to know about them.

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The Future of Build Back Better: What it Means for You

JANUARY 3, 2022 INSIGHTSINVESTMENTS


With Congress unable to come to an agreement for the Build Back Better plan in 2021, here’s what you need to know about your planning for this year - and beyond.

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Baird's 2022 Market, Policy and Panning Outlook

DECEMBER 29, 2021 INSIGHTSINVESTMENTS


Our Baird partners recently sat down with our market experts at Strategas and our own financial planning experts to talk inflation, tax changes and potential wealth planning opportunities for 2022.

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Baird - The Sommersberger Group: Second Opinion Service

Baird - The Sommersberger Group: Supporting our Community

Baird - The Sommersberger Group: Setting Financial Goals

Baird - The Sommersberger Group: How we Provide Value to our Clients

Baird - The Sommersberger Group: Business Retirement Plan Process

Baird - The Sommersberger Group: What is the CFP® certification?

Baird - The Sommersberger Group: 2022 Stock Market Outlook

Baird - The Sommersberger Group: Next Generational Planning

Baird - The Sommersberger Group: 2022 Stock Market Outlook

Baird - The Sommersberger Group: Next Generational Planning

Baird - The Sommersberger Group: Addressing Inflation

Baird - The Sommersberger Group: What Makes Baird Unique

Baird - The Sommersberger Group: Our Team Approach

Baird - The Sommersberger Group: What Makes Us Different

Meet the Team: Greg Sommersberger

Baird - The Sommersberger Group: Reviewing Your Beneficiary Designations

Baird - The Sommersberger Group: Avoid Probate with a POD or TOD

Baird - The Sommersberger Group: Proper Estate Plan Documents

Baird - The Sommersberger Group: Avoid Probate with a POD or TOD

Baird - The Sommersberger Group: Estate Planning Mistakes

Baird - The Sommersberger Group: The Importance of a Power of Attorney

Baird - The Sommersberger Group: Primary Benefits of Estate Planning

Baird - The Sommersberger Group: Estate Planning Misconceptions

Baird - The Sommersberger Group: Estate Plan Review Services

Baird - The Sommersberger Group: The Estate Planning Process

Baird - The Sommersberger Group: Retirement Roadmap

Baird - The Sommersgerger Group: Life Insurance

Meet the Team: Thomas TJ Lane

Baird - The Sommersberger Group: Serving the Younger Generation

Meet the Team: Gil Cervelli

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