News & Insights
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.
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.
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.
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.
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.
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.