Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlight some of the major provisions that investors should be aware of. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

On the first  Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

Shawn interviews Bryan Lewis, President, and CEO of Hope House Ministries in Bowling Green, KY, where they talk about the mission of Hope House, the Perry Richey Group’s partnership, and the Affordable Christmas toy drive. Hope House Ministries' mission is to alleviate physical and spiritual poverty through gospel restoration. For more information about Hope House Ministries visit www.hopehousebg.com

On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients about the recent policy developments coming out of Washington D.C., and their implications on the markets. Our Advisor team sits down to recap the event and some of the information that Courtney shared.

On this month's Advisor Roundtable, The Perry Richey Group Advisors sit down to give an update on what's going on in the capital markets, and a few updates related to technology for existing Baird clients. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

In this episode, Savannah York speaks with Lisa North about ways to prevent Identity Theft. Lisa explains what to do if you are a victim and she provides us with many practical tips we can all do to be safer on a daily basis. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected]. Click here to purchase Finding Your Financial Advisor on Amazon

In the September Advisor Roundtable, the advisor team discusses the recent Student Debt Relief program, upcoming mid-term elections, and economic data to watch. To register for the Strategas live event in Bowling Green, KY, visit https://baird.cventevents.com/bowlinggreenstrategas by October 4th, 2022.

In this episode, Drew Richey and Brooke Cassady discuss the recent announcement of the student debt relief plan.  They discuss who it applies to, how it may impact the economy, and what it means for our clients. Biden-Harris Administration’s Student Debt Relief Plan: https://studentaid.gov/debt-relief-announcement/ PSLF Waiver: https://studentaid.gov/announcements-events/pslf-limited-waiver