The Penn Valente Group at Baird

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

All That Matters: 2025 Unwrapped

Learn the language of life insurance.

pennvalentegroup.bairdwealth.com

Did you get socked with a big medical bill? Don’t panic – you may have more options than you realize.

Five Do's and Don'ts of Medical Debt 1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

Kicking yourself for missing out on some big tech IPOs? Don’t – making the right call is a lot harder than it looks.

Nvidia and Hindsight Bias “In looking back, I knew it all along.”

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?

Bull & Baird: Is Now Different?

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.