In this episode of Around The Block, Caitlyn CdeBaca is introduced as the team's new Retirement Plan Specialist and shares her background working in retirement plans and helping employers design and manage their retirement programs. She explains the importance of retirement education, financial literacy, and helping employees understand and maximize their workplace retirement benefits.
The discussion highlights how retirement plans have become increasingly complex, with changing regulations such as SECURE 2.0 creating a growing need for dedicated expertise. Caitlyn also shares her passion for helping both employers and employees achieve their financial goals and prepare confidently for retirement. The episode concludes with her excitement about joining the team and supporting clients, businesses, and employees in building stronger retirement outcomes. Welcome to the team Caitlyn!
The Miranda Thomas Group
A Financial Legacy Team of Certified Financial Planners
08/28/2026
Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.
Market Strategy Weekly – August 28, 2026 Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...
08/25/2026
We are pleased to invite our clients to an upcoming Social Security Seminar at The Olmsted on Wednesday, September 16th. To accommodate different schedules, the branch is offering two sessions:
Luncheon Seminar: 12:00 PM – 1:30 PM
Evening Seminar: 5:30 PM – 7:30 PM
Attendance is limited and reservations will be accepted on a first-come, first-served basis.
If you are interested in attending, please email Katelyn Shiver at [email protected]. Please indicate whether you would like to attend the luncheon or evening session, and a registration link will be emailed.
We look forward to seeing you there!
08/21/2026
Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.
Market Strategy Weekly – August 21, 2026 Washington Research Analyst Jeannette Lowe talks through the recent...
08/18/2026
We had the honor to sponsor the annual Hearts and Halos Golf Tournament, which helps families adopt children with Downs Syndrome! Congrats to the Angels in Disguise team for putting on a fantastic day of golf and fundraising!
08/14/2026
Investment Strategist Ryan Grabinski looks at what the boom in corporate earnings means for U.S. stock market valuations before talking through the broader backdrop for this bull market.
Market Strategy Weekly – August 14, 2026 Investment Strategist Ryan Grabinski looks at what the boom in corp...
08/07/2026
Chief Economist Don Rissmiller talks through recent Federal Reserve activity and his decision to add a rate hike to the Baird Strategas 2026 forecast. Don then tells us about the potential for a productivity boom and the headwinds that face housing.
Market Strategy Weekly – August 7, 2026 Chief Economist Don Rissmiller talks through recent Federal Reserve...
07/31/2026
Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.
Market Strategy Weekly – July 31, 2026 Strategas Chief Market Strategist Chris Verrone talks through today...
07/29/2026
We are excited to share that Caitlyn CdeBaca has joined the Miranda Thomas Group, and we couldn't be more excited to have her on board.
Caitlyn brings extensive experience and knowledge in the corporate retirement plan space, adding even more depth to the resources available to our clients. What we appreciate most, however, is her genuine passion for helping people. She truly enjoys meeting with employees and business owners, answering questions, simplifying complex financial topics, and helping individuals feel more confident about their financial future.
For our current clients, her addition means expanded expertise, enhanced service, and another trusted resource dedicated to helping retirement plans succeed. We remain committed to delivering an exceptional experience, and Caitlyn's background further supports that commitment.
For business owners and organizations sponsoring a retirement plan, we welcome the opportunity to introduce you to Caitlyn and learn more about your plan. If you've ever wondered whether your retirement plan could provide better participant outcomes, improved fiduciary support, stronger employee engagement, or a more effective overall experience, let's have a conversation.
Please join us in welcoming Caitlyn to the team. We look forward to the value she will bring to the individuals, families, businesses, and organizations we are privileged to serve.
07/17/2026
Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.
Market Strategy Weekly – July 17, 2026 Chief Investment Strategist Jason Trennert shares what he’s watchin...
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