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Mike Prioletti, Naples Florida

We strongly believe open communication is critical to the success of any investment program. As your Baird financial advisor, we want to deliver valuable insights to help you keep pace. We created this monthly newsletter tailored for you, delivered right to your inbox. We are connected with leading experts in all areas of wealth management, including investment management, tax planning, and more... to your benefit!

Thursday, May 7, 2026

While a ceasefire has helped alleviate some worries, as we enter May, oil prices remain elevated, gasoline prices average over $4 per gallon, and the conflict in the Middle East has yet to resolve itself. Investors brushed aside concerns.

Tuesday, April 7, 2026

From purely an economic perspective, let’s review three important commodities that originate in the Persian Gulf and examine how they could affect the global economy if the currently blocked Strait of Hormuz remains closed.

Thursday, March 5, 2026

In moments like these, it’s natural to feel uneasy. Headlines are dramatic, markets react quickly, and uncertainty can make even seasoned investors uncomfortable. But here’s what we want to emphasize:

Friday, February 6, 2026

What is financial fitness, and how do we achieve it? Financial fitness is the confidence that comes from knowing how to manage your money, meet your current needs, and create a path to your future.

Friday, January 9, 2026

You might be wondering: What does move the U.S. stock market? What does it care about if not headline-grabbing global events like we just witnessed? Allow us to simplify it for you.

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Monday, December 8, 2025

Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a mistake, but it’s not. This is the result of phantom income. It’s one of the most misunderstood risks in certain investment structures

Monday, November 10, 2025

We care about our clients and we can’t overemphasize to them the importance of consistently staying vigilant to reduce risks when online or using your phone. Individuals over 60 suffer the highest financial losses from online scammers.

Tuesday, October 7, 2025

Last month, the Federal Reserve cut its benchmark rate—the fed funds rate—by a quarter-percentage point to 4.00–4.25%. It is the first rate cut since last December. So, why did they do it?

Friday, September 5, 2025

As we kick off the new school year, this is a good time to address some of the important changes that were included in the OBBBA for 529 college savings plans—changes that could significantly affect how families plan and save for education.

Thursday, August 7, 2025

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased defense spending, Medicaid reforms, energy policy shifts, an increase in the debt ceiling,

Monday, July 7, 2025

Although past performance does not ensure future outcomes, the U.S. stock market has a remarkable long-term track record and our investing philosophy aims to leverage the positive trend. Successful investors play the long game.

Tuesday, June 10, 2025

Legendary investor, Warren Buffett, has often preached the importance of long-term investing. Widely known as the “Oracle of Omaha,” he has long advocated patience and long-term investing over what he deems as riskier strategies.

Thursday, May 22, 2025

Headlines over the ongoing trade war have kept the investing world on edge in recent weeks.  Late on Friday another shoe dropped as the credit rating agency, Moody’s, decided to lower its official rating for US debt from AAA to Aa1.

Thursday, March 6, 2025

This month's client letter is something that was prepared by Baird's Michael Antonelli. I've published some of his thoughts here in the past. He often does a great job verbalizing Baird's best big-picture advice on the stock and bond market

Friday, November 8, 2024

Here are some key considerations to help wrap up this year and set you off strong for 2025 so that you are in the best possible position to respond to changes in tax policy - and other changes that may affect your family and your life.

Tuesday, October 8, 2024

Michael Antonelli and Ross Mayfield. With the market at another all-time high and the election underway, Mike and Ross aim this month's episode at the four most common myths they have been hearing from clients.

Thursday, October 3, 2024

Join us to hear from Nick Bohnsack, President and Chief Operating Officer at Strategas, A Baird Company as he covers the current market landscape, the outlook for Federal interest rates, and his perspective for the remainder of 2024

Thursday, September 5, 2024

What happened in the three weeks between July 16 and August 5 is not unusual. Although they are difficult to predict, market pullbacks are to be expected. What would be unusual? A calendar year in which we experience very little volatility.

Monday, August 5, 2024

While the reasons are unclear, August and September have traditionally been unkind to investors and recent declines in the stock market feel shocking compared to the steady growth we've been seeing. How should a wise investor react?

Wednesday, July 3, 2024

We’re all getting older. As you or your loved ones age, attention may need to shift to health care and to care-giving. With this month’s client letter, we share some ideas and resources to start planning for this stage of life.

Friday, June 7, 2024

If you have recently created your estate plan with an estate attorney, a big congratulations goes out to you. An important part of any financial plan includes a plan of succession. If not, please keep reading.

Friday, May 10, 2024

The Federal Reserve has an anti-inflation recipe it has been following. It consists of one primary ingredient: interest rates.