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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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