The BVB Group Quarterly Newsletters

2021 Newsletters

Click here to enjoy reading our 4th Quarter 2021 newsletter which includes information on: 

  • Market Overview
  • Tax Planning Tips
  • Government Policy & The Stock Market
  • Cybersecurity

Click here to enjoy reading our 3rd Quarter 2021 newsletter which includes information on:

  • Mid-Year “Check-Ups”
  • Hot Topics
  • Child Tax Credit
  • Designations within our Team

Click here to enjoy reading our 2nd Quarter 2021 newsletter which includes information on:

  • Inflation
  • American Rescue Plan Act of 2021
  • Update on “Work From Home”

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.

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