
Midterm Preview: Strategas Economic Outlook
How will the midterm elections affect the markets and the economy? The macro experts at Strategas look at all the possibilities.
With that notion in mind, we recently conducted an anonymous client survey to find out more about how you would like to interact with your advisor team and how we can deliver the best solutions to meet your ever-evolving needs and desires.
We asked Katie Costigan, Market Director in our Private Wealth Management business unit, to explain how the results of this survey can help our clients. "As the financial world continues to grow more complex, we want to ensure that you're receiving the best client experience," Katie said. "For instance, we've learned that interest in various wealth planning topics varies greatly by the client's age and stage of life – demonstrating the importance of our personalized approach to financial planning."
"That's important information to have when we're considering what's most valuable for our clients," Katie added. "Feedback like this helps shape our partnership for the future together."
Thank you to all the clients who took the time to complete the survey and share your thoughts, and thank you for putting your continued trust in Baird.
Mike Schroeder
Chairman of Private Wealth Management
Erik Dahlberg
President
Private Wealth Management
How will the midterm elections affect the markets and the economy? The macro experts at Strategas look at all the possibilities.
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