The BV Group Quarterly Newsletters

2019 Newsletters

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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