A Note From the Team
As summer settles in, it brings a natural opportunity to pause, take a breath, and reflect on the first half of the year. Whether your summer includes travel, time with family, community events, or simply a slower pace, this midpoint on the calendar is a meaningful time to check in on the goals you set in January, celebrate progress made, and reset where needed for the months ahead.
Financial planning, much like life, rarely follows a perfectly straight path. Market conditions shift, priorities evolve, family needs change, and new opportunities may come into focus. A midyear review can help ensure your investment strategy, cash flow, retirement planning, tax considerations, and estate planning remain aligned with what matters most to you.
This summer also arrives during a historic season for our country, as America marks 250 years since the signing of the Declaration of Independence. The milestone invites us to look back with appreciation, consider the values and aspirations that have shaped generations, and look ahead with intention toward the future we want to build—for our families, our communities, and the next generation.
In that same spirit, we encourage you to use this halfway point as a chance to revisit your financial goals and ask: What is still on track? What has changed? And what adjustments could help make the second half of the year even stronger? As always, our team is here to help you review, refine, and move forward with confidence.
Action Items & Info
Click Here - Relaunching Your Career: 5 Tips To Get You Started- Practical guidance for relaunching a career after a break by aligning career goals, budgeting for the transition, evaluating workplace benefits, reassessing long-term financial priorities, and ensuring new opportunities support an overall wealth plan.
Trump Accounts:
Click Here - Where Trump Accounts Fit in a Child's Financial Foundation - As you consider ways to support your child or grandchild’s financial future, you may have come across a new savings option called a Trump Account. In this new video, Tim Steffen, Director of Advanced Planning, walks through how these accounts work and, more importantly, how they compare to more familiar options like 529 plans and custodial accounts.
Click Here - 6 Ways To Help Fund a Child's Financial Foundation - Saving and investing strategies to help your kids and grandkids reach key milestones and build long-term wealth.
Straight From Baird
Click Here - 2026 Mid-Year Market Outlook | Baird Strategas- Geopolitical tension, renewed debate over inflation, interest rates and AI gave investors plenty to consider in the first half of 2026. As the second half of the year begins, a perspective from Baird Strategas on key themes for investors to watch.
Click Here - Baird Strategas Name Launches July 1 - Effective July 1, the Strategas brand identity and name will shift from “Strategas, a Baird Company” to “Baird Strategas,” bringing two highly respected brands closer together and strengthening the connection between Strategas’ research capabilities and the clients Baird serves across business units.
What's Happening Around Town
We’d like to highlight an event that is especially meaningful to our team: the Janesville Morning Rotary Pie Ride. Laura Peterson is a proud Morning Rotarian and she did an outstanding job managing the volunteers for this city-wide event, which serves as one of the Rotary’s two major annual fundraisers. Each year, 100% of the proceeds are reinvested back into the community, supporting organizations such as the YMCA, ECHO Food Bank and the Boys & Girls Club of Janesville. Over the past 20 years, the Pie Ride has raised more than $300,000, with every dollar staying local to benefit the community. Congratulations to Laura on another successful event and for her dedication to making a difference in Janesville!
Visit their website for more information! Click Here - Pie Ride Website
Health Tips for Summer
Click Here - Here's How to Beat the Heat- With summer heating up we encourage all to take precautions and stay safe when out and about. Also learn what you can do inside!
Click Here - Summer Meals Bucket List- 24 Recipes to Seize the Season. These must-make recipes for the most relaxed time of year are sure to feel like a vacation.
Keeping Up with Our Team
In May, Genise, Sean, and Ethan attended Baird Trust University in Louisville, Kentucky. The program provided a comprehensive overview of the resources and services available through Baird Trust, including trust administration, estate settlement services, charitable planning, and customized investment management. The experience deepened their understanding of when a corporate trustee may add value, how to help families navigate wealth transfer and legacy planning objectives, and the ways Baird Trust can support clients across multiple generations.
Sean has been keeping busy making memories with his family this season. They celebrated a number of special milestones, including their daughter’s First Communion and a family reunion in San Diego that brought everyone together. After two years of living with the family, their Jets billet player also played his final game, marking the end of a meaningful chapter. To top it all off, they enjoyed celebrating the Fourth of July together and taking time to appreciate a summer filled with family, traditions and cherished moments.
Ethan and his family recently visited Grand Marais, Minnesota, spending their time exploring scenic hiking trails, admiring the breathtaking views of Lake Superior, and making cherished memories together.
One last note: If you would like to talk with an advisor to ask them questions over the phone, please click the following link. We're always here and happy to help. Ask Us Anything - Link