Broker Check

Blog

Welcome to your home for timely news, financial education, and sound advice. Below you'll see our Quarterly Newsletters for clients and friends. You'll also see occasional content from our advisors, Baird's award-winning research team, and more. 

Tuesday, April 7, 2026

Meet the Intern- Sam Pate Hi, some of you may have already met me. My name is Sam Pate; I am currently a student at Lipscomb University, intending to graduate this May with a bachelor's degree in finance. I have experience in fields...

Thursday, January 15, 2026

This quarter we talk about the question "What expenditures actually make me happy?", where people are moving, and college saving.

Wednesday, October 8, 2025

With fall in the air, we talk housing price projections, government shutdowns and the state of the AI boom.

Thursday, July 3, 2025

Enjoy this quarter's newsletter from your friends at The Parker Group. This quarter we'll be talking about Social Security, tariffs, and Baird Online tips.

Tuesday, April 15, 2025

We hope you enjoy the Parker Group's thoughts and outlooks for the spring quarter of 2025. If you have any thoughts on ways to improve our newsletter, please feel free to send us your critiques. Click here -> Quarterly Newsletter-...

Show All

Thursday, January 16, 2025

Click the following link for the first quarterly newsletter of 2025! Quarterly Newsletter- Q1 2025

Friday, January 12, 2024

A brief history of the Social Security Program.

Friday, November 3, 2023

You have a tough task raising financially responsible kids, but your financial advisor has something important he'd like them to learn.

Tuesday, October 17, 2023

The practical steps to creating and maintaining a budget, all wrapped in a Christmas package.

Thursday, October 12, 2023

The reason why a budget won't work until you set some ground rules with yourself.

Friday, August 4, 2023

Three thoughts on predicting the market, our frenemy the Fed, and a reminder to not get greedy.

Wednesday, July 12, 2023

Financial psychology and the secret to investing success.

Friday, June 9, 2023

Eminem and Estate Planning: When Do You Need a Will?     The great entertainer Eminem once said in his 2002 classic Lose Yourself, “You only get one shot”. I cannot think of a better way to describe estate...