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Our Profile

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The Wise Investor Show. A tradition built on quality, value and integrity. The Wise Investor Group at Baird is a team of experienced financial professionals, whose origins date back to the 1990s, offering financial planning, portfolio management, investment analysis, and account services located in Reston, Virginia. The group provides discretionary management services for individuals, employee retirement plans, and endowments. Our value-oriented investment style guides us in every decision we make for ou...

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Recognitions

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The Wise Investor Show. The Wise Investor Group has received repeated honors from renowned industry publications. The team is truly proud of these recognitions, which speak to the tremendous trust and confidence clients place in them. The group remains committed to earning that trust and confidence every day. Washingtonian Magazine: Top Wealth Advisors, April 2016. Barrons: One of The Top 1200 Financial Advisors in the United States, February 2016. Smart CEO: 2015 Brava! Award, June 2015. Barrons: Ranked...

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Our Insight

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The Wise Investor Show. Expanding on themes heard on The Wise Investor Show and Midweek Update, Investment Analysis Team provides monthly insight into investment themes. Weekly Radio Show and Podcast. The show’s straight-talking, common sense approach comes from years of experience advising clients in the conservative growth of their assets. These articles have been written by the financial professionals of The Wise Investor Group. For a recap of the 2014 seminar. For a recap of the 2015 Annual Seminar:.

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The Wise Investor Show

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The Wise Investor Show. The Wise Investor Show. The Wise Investor Show has helped listeners become better investors by providing an understanding of the way the markets move and analyzing stocks and bonds. The show’s straight-talking, common sense approach comes from years of experience advising clients in the conservative growth of their assets. The Wise Investor Show. August 28, 2016: Look in the Mirror: 6 Common Investor Misperceptions. August 21, 2016: Media Companies Are Getting It! Please consider ...

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About Baird

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The Wise Investor Show. Robert W. Baird and Co. Is an international, employee-owned wealth management, capital markets, private equity and asset management firm and one of the FORTUNE 100 Best Companies to Work For. For the 12th consecutive year in 2015. Ranked No.5 in 2015, our second consecutive year in the top 10 and seventh straight year in the top 25. Some highlights of Baird’s success include:. Baird has been the No. 1 municipal underwriter nationwide. Bairds Investment Banking team is an integrate...

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Full Service Approach

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The Wise Investor Show. Your financial life is complex. You need a trusted partner. We believe in a disciplined, value-based investment management strategy. By taking a long-term, conservative investment approach, our clients can better weather market swings in pursuit of financial security. Our team can incorporate insurance into your retirement, estate and wealth transfer plans to help maximize the benefits during your lifetime and provide for those you care about after you’re gone. We offer multiple o...

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Annual Seminar

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The Wise Investor Show. Value Investing in 2016 – Navigating the Path Less Traveled. Saturday, January 23rd. Let The Wise Investor Group’s expert insight into investments and the economy help you with your financial journey! The Wise Investor Group invites you to save the date for their 2016 Annual Seminar: Value Investing in 2016 – Navigating the Path Less Traveled, returning to the Fairview Park Marriott in Falls Church, Virginia. Not able to attend in person? I would like to talk to. Find us on iTunes.

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Market Insight

http://thewiseinvestorgroup.com/WiseInvestor/News--Resources/Market-Insight.htm

The Wise Investor Show. Expanding on themes heard on The Wise Investor Show and Midweek Update, the investment analysis team provides monthly insight into investment themes. Can You Do Well By Doing Good? Contributed by The Wise Investor Group. Quarterly Commentary, 07/15/16. Is a Roth IRA Conversion Right for You? Medicare Considerations When Working Beyond 65. Quarterly Commentary, 04/15/16. 3 Ways Investment Planning Impacts Your Tax Return, 03/15/16. Quarterly Commentary, 01/14/16. Rising Interest Ra...

thewiseinvestorgroup.com

Recognitions

http://thewiseinvestorgroup.com/Home-Rotator/Recognitions.htm

The Wise Investor Show. The Wise Investor Group has received repeated honors from renowned industry publications. The team is truly proud of these recognitions, which speak to the tremendous trust and confidence clients place in them. The group remains committed to earning that trust and confidence every day. Washingtonian Magazine: Top Wealth Advisors, April 2016. Barrons: One of The Top 1200 Financial Advisors in the United States, February 2016. Smart CEO: 2015 Brava! Award, June 2015. Barrons: Ranked...