In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.
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.