The BVB Group Quarterly Newsletters
2021 Newsletters
Click here to enjoy reading our 1st Quarter 2021 newsletter which includes information on:
- New Baird Market Gauge
- Replays of 2020 Wealth Strategies Webinars
- CARES act, reporting of 2020 RMD’s
- Potential tax changes under new administration
2020 Newsletters
Click here to enjoy reading our 4th Quarter 2020 newsletter which includes information on:
- 2020 Adjustment
- New Market Strategy Research by Strategas
- Upcoming Election
- Year-End Tax Planning
Click here to enjoy reading our 3rd Quarter 2020 newsletter which includes information on:
- The Second Half
- Forbes Best in State Recognition
- Ignoring Noise-Staying Invested for the Long-Term
- Upcoming Live Webinar
Click here to enjoy reading our 2nd Quarter 2020 newsletter which includes information on:
- Uncharted Territory
- Investment and Planning in a Volatile Market
- CARES Act – Major Changes
- BVB Group – Team Award
Click here to enjoy reading our 1st Quarter 2020 newsletter which includes information on:
- Market Performance of 2019
- We are now the BVB Group
- 2020 Economic & Market Outlook
- The SECURE Act
- Upcoming Baird Wealth Strategies
2019 Newsletters
Click here to enjoy reading our 4th Quarter 2019 newsletter which includes information on:
- Year End Tax Planning Tips
- 2019 Market & Tactical Update
- Managing Wealth Through Separation
- BV Group Happenings
- Upcoming Baird Wealth Strategies
Click here to enjoy reading our 3rd Quarter 2019 newsletter which includes information on:
- Tax Refund Strategies
- 2019 Mid-Year Outlook
- BV Group Happenings
- Upcoming Baird Wealth Strategies
Click here to enjoy reading our 2nd Quarter 2019 newsletter which includes information on:
- Advice During Market Volatility
- BV Group Happenings
- Future Educational Opportunities
- Upcoming Baird Wealth Strategies Calls
Click here to enjoy reading our 1st Quarter 2019 newsletter which includes information on
- 2018 Wrap Up
- 2019 Updates You Should Know
- BV Group Happenings
- Upcoming Baird Wealth Strategies
2018 Newsletters
Click here to enjoy reading our 4th Quarter 2018 newsletter which includes information on
- Year-End Tax Planning – Tax Cuts & Jobs Act
- Market Outlook
- BV Group’s new addition!
- Upcoming Baird Wealth Strategies
Click here to enjoy reading our 3rd Quarter 2018 newsletter which includes information on
- Market Pulse
- Client Satisfaction Survey Results
- Video Update Series
- Charitable Gifting Strategies
- Viewing Performance Online
- Upcoming Baird Wealth Strategies calls
Click here to enjoy reading our 2nd Quarter 2018 newsletter which includes information on
- Welcome Ashley Brown
- Barrons Top Team’s Summit
- Video Update Series
- Upcoming Baird Wealth Strategies
Click here to enjoy reading our 1st Quarter 2018 newsletter which includes information on
- 2018 Tax Reform
- BV Group Video Series
- Upcoming Baird Wealth Strategies
2017 Newsletters
Click here to enjoy reading our 4th Quarter 2017 newsletter which includes information on:
- Protecting Your Privacy
- Upcoming Baird Wealth Strategies
- Market Pulse
Click here to enjoy reading our 3rd Quarter 2017 newsletter which includes information on:
- Market Recap
- International Investing
- Upcoming Baird Wealth Strategies Webinars
- New! Document Exchange via Baird Online
Click here to enjoy reading our 2nd Quarter 2017 newsletter which includes information on:
- Barrons Conference
- Safeguarding for Long-Term Care
- Upcoming Baird Wealth Strategies Webinars
Click here to enjoy reading our 1st Quarter 2017 newsletter which includes information on:
- New Year, New Market, New Administration
- 2017 Economic & Stock Market Outlook
- Tax Deadlines
Second Opinion Referral Services
Our Second Opinion Service helps you determine if your financial plan and investment strategy are working toward your unique goals. To schedule a complimentary second opinion review, please complete the information below. If you would prefer to discuss your situation with us over the phone, please contact our team at 262.523.5644.
