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Join us as we dive into the key events and trends that shaped the markets in the first quarter of 2025. From the S&P 500's correction to the NASDAQ's challenging performance, we explore the impact of new tariffs imposed by President...

Please click below for the newsletter and related articles. Spring 25 Newsletter Investing Through Uncertainty

In this episode, we explore the multifaceted world of giving, covering both family gifting and charitable donations. We'll discuss how to maximize annual gift tax exclusions, the benefits of educational gifts through 529 plans, and the...

Click below to see the Winter 2025 Kessinger Lee Group Newsletter and related articles. Winter 2025 Newsletter Baird Trust Article

Please see below for our newest Newsletter and complete articles and disclosures from within. Fall 24 Newsletter Bull Markets Focusing on What Matters.

Are you interested in hearing more about our current markets, economy, and how that impacts this year’s elections? We would like to invite you to our Investor Meeting, Wednesday, October 16 at 6:30 pm. Our team, along with Baird...

Market Conditions

Thomas B. Kessinger, III

Tuesday, August 6, 2024

At the end of last week and almost on cue as the calendar turned from July to August the stock market began to sell off. As of July 31st, the S&P 500 was up 15.9% not including dividends and depending on where we close today the S&P...

We are excited to bring you the latest from Father Son Finance, now with new platforms to choose from for your convenience. We are now on Spotify Podcasts and Apple Podcasts for easy access on your phone. Be sure to follow one of those...

Thanks for reading our Summer 24 Newsletter. Any articles or anything requiring further documentation are below. As always, feel free to reach out with any questions. Summer 24 Newsletter Strategas Mid-Year Market Outlook

We are pleased to announce that our Father Son Finance podcast is now on Spotify and Apple Podcasts. The links below will take you to each page. Be sure to follow your favorite in order to keep up with the latest episodes. Spotify:...

Below you will find the Spring Newsletter and any articles contained within. We hope you enjoy! Spring 24 Newsletter Baird Trust Market Commentary: Combining Growth and Value

Climbing a Wall of Worry

Click below to access our Fall 23 Newsletter. Fall 23 Newsletter  

We view your relationship with us as a collaborative effort between our team and the deep resources of Baird as a whole. For advanced planning and specific need cases, we will frequently seek the additional counsel of our dedicated...

Please click below for a copy of our Summer 23 Newsletter and the complete articles found withinA Top-Heavy MarketExpectations

Click here for the Spring 23 NewsletterThe Reason to Own Stocks by Ross MayfieldAnxiety by Michael AntonelliDreyfus Prospectus for Households under $5MDreyfus Prospectus for Households over $5MWhere are we in the bear market?

The Office Tour

Amy Thompson

Friday, January 20, 2023

If you missed our Open House on Thursday, we wanted to share a bit of our new office space with you.  Hope you enjoy!

Winter 23 Newsletter

Link to the Highlights of Secure 2.0 Act Article. Highlights of Secure 2.0 Act

Click below for a copy of our Fall 22 Newsletter.Fall 22 Newsletter

Here is a link to the full article and disclosures for the Historical Drawdowns of S&P 500 graphic in our Winter 22 newsletter.Historical Drawdowns of S&P 500

Please click link below to access our Summer 22 NewsletterSummer 22 Newsletter

The market is off to a rough start to begin the new year. Here we take stock of the situation, evaluate what is causing the turmoil, and where to go from here.

A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate.In recent months...

We believe in the old saying: a picture is worth a thousand words. Here, we aim to recap recent market action and provide some perspective to investors. Click below to access the article. October In the Markets Now

As part of a multi-step budgetary process, the House of Representatives released portions of their version of areconciliation bill. This legislation would be part of the “Build Back Better Act”, a companion to the fiscal...

In the Markets Now: Preparing for the second half

As The Kessinger Lee Group watches over the financial health of our clients, we start by focusing on the events that impact us in each of the four major stages of life. What are these four stages? We like to break it down according to...

Market Chartbook

In the Markets Now: Deflation Article

Welcome to the Kessinger Lee Blog page. Thank you for clicking through to our website and this page in particular. From time to time we will post a research article or a discussion on a topic of interest in the markets. Today we have...

The 6 key themes that will influence the 2021 market. Major Investment Themes for 2021

What's all the hype? Bitcoin, the cryptocurrency often referred to as Digital Gold, is becoming more popular. What is it? Below is a link to an article providing you some foundational understanding of both investing in it and how it is...

Click here to access

Please find our post earnings season comments from the Baird SAM team. We are excited to have resources we can count on when evaluating portfolio strategy and security selection.Specialized Asset Management