Beyond the Money

On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming in 2026 and shared our outlook on the market for the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

What is Beyond the Money?

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.