We are so excited to share the very first edition of our new newsletter, The Boh Heppe Beat! As many of you may have noticed, we've made some exciting changes — we're transitioning from a biweekly format to a monthly one, and with that comes a whole new level of content. Each issue will bring you deeper market insights, comprehensive wealth management strategies, team updates, and much more.
Our goal is simple: every issue should feel worth your time. Quality over quantity, every single month.
What Were Watching
Alignment risk — not market risk
For many high net worth families, the most significant vulnerabilities don’t come from markets, but from misalignment:
- Outdated decision makers
- Beneficiary designations that no longer reflect intent
- Documents that haven’t kept pace with family, geography, or asset complexity
These issues are easy to overlook — until they matter
Market Happenings
The quarterly market update from Strategas offers thoughtful perspective on key developments from the first quarter. One notable takeaway is that despite ongoing domestic and international uncertainty, S&P 500 earnings remain on track for double digit growth compared to last year.
We’re also encouraged by the continued stability in the U.S. Treasury market, which has served as an important steadying force. Finally, commodities emerged as the strongest performing asset class in Q1—something we’re watching closely, as it could signal early signs of renewed inflation. We’ll continue to monitor these trends and keep you informed.
→ View the quarterly market update from Strategas
BHG Tea
We receive many thoughtful questions about artificial intelligence (AI), particularly how our team—and Baird as a firm—is approaching and using this emerging technology.
By leveraging Microsoft’s secure suite of tools, we have access to Copilot, our AI platform, which we use thoughtfully in our day-to-day work. It supports our research efforts and helps improve team efficiency, allowing us to spend more time focused on what matters most—our clients.
As AI becomes more integrated into financial services, the most meaningful progress occurs when technology enhances, rather than replaces, human connection. In this article, Baird shares how AI is being used intentionally to support advisors, preserve authenticity, and deepen client relationships—pairing innovation with sound judgment, empathy, and trust to deliver better outcomes
→ View more information on Baird & AI
Administrative Reminders
SAVE THE DATE MAY 6TH: BHG EXPERTS UNPLUGGED
Join us for an exclusive conversation with Corliss Taylor, JD, MBA, CFTA, Director for Baird Trust, as she shares insider insights into Baird Trust's capabilities and services.
Corliss will highlight why a well structured estate plan is essential for protecting your legacy, reducing uncertainty, and ensuring your wishes are carried forward with confidence. Whether you’re refining an existing plan or just getting started, this session will offer valuable perspective and practical takeaways you won’t want to miss. Stay tuned for more details.