Invest Wisely with Walt Sokira

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Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives´ energies to gain. It often represents hard work, fu…

Walt Sokira

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    • Jan 16, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 30m AVG DURATION
    • 190 EPISODES


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    Latest episodes from Invest Wisely with Walt Sokira

    Invest Wisely Episode 291 - October 27, 2024

    Play Episode Listen Later Jan 16, 2025 30:13


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 290 - October 20 2024

    Play Episode Listen Later Jan 16, 2025 30:53


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely 289 - October 13 2024

    Play Episode Listen Later Jan 16, 2025 30:39


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 288 - October 6 2024

    Play Episode Listen Later Jan 16, 2025 30:17


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episdoe 287 - September 29, 2024

    Play Episode Listen Later Oct 1, 2024 30:17


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 286 - September 22, 2024

    Play Episode Listen Later Sep 28, 2024 30:52


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 285 - September 15, 2024

    Play Episode Listen Later Sep 19, 2024 30:14


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 284 - September 8, 2024

    Play Episode Listen Later Sep 10, 2024 28:40


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 283- September 1, 2024

    Play Episode Listen Later Sep 4, 2024 30:10


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 282 - August 25, 2024

    Play Episode Listen Later Aug 27, 2024 30:34


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 281 - August 18, 2024

    Play Episode Listen Later Aug 27, 2024 30:08


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 280 _ August 11, 2024

    Play Episode Listen Later Aug 27, 2024 29:35


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 279 - August 4, 2024

    Play Episode Listen Later Aug 26, 2024 29:35


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 278 - July 28, 2024

    Play Episode Listen Later Aug 4, 2024 30:33


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 277 - July 21, 2024

    Play Episode Listen Later Jul 25, 2024 31:09


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 276 - July 14, 2024

    Play Episode Listen Later Jul 17, 2024 30:59


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 275 - July 7, 2024

    Play Episode Listen Later Jul 16, 2024 31:26


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 274 - June 30, 2024

    Play Episode Listen Later Jul 5, 2024 30:02


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 273 - June 16, 2024

    Play Episode Listen Later Jun 24, 2024 30:37


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 272 - June 9, 2024

    Play Episode Listen Later Jun 16, 2024 31:58


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 271 - June 2, 2024

    Play Episode Listen Later Jun 5, 2024 31:17


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 270 - May 26, 2024

    Play Episode Listen Later May 29, 2024 30:11


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 269 = May 19, 2024

    Play Episode Listen Later May 21, 2024 29:32


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 268 - March 12, 2024

    Play Episode Listen Later May 15, 2024 30:35


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 267 - May 5, 2024

    Play Episode Listen Later May 8, 2024 30:21


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 266 - April 28, 2024

    Play Episode Listen Later May 1, 2024 30:42


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 265 - April 21, 2024

    Play Episode Listen Later Apr 24, 2024 29:51


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 264 - April 14, 2014

    Play Episode Listen Later Apr 17, 2024 31:10


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.Podcast

    Invest Wisely Episode 263 - April 7, 2024

    Play Episode Listen Later Apr 10, 2024 30:21


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 262 - March 31, 2024

    Play Episode Listen Later Apr 1, 2024 30:33


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 261 - March 24, 2024

    Play Episode Listen Later Mar 26, 2024 29:44


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 260 - March 17, 2024

    Play Episode Listen Later Mar 21, 2024 26:37


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 259 - March 10,2024

    Play Episode Listen Later Mar 13, 2024 28:42


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.Podcast

    Invest Wisely Episode 258 - March 3, 2024

    Play Episode Listen Later Mar 7, 2024 28:16


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.Podcast

    Invest Wisely Show Episode 257 - February 25, 2024

    Play Episode Listen Later Feb 28, 2024 30:47


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.Podcast

    Invest Wisely Episode 256 - February 18, 2024

    Play Episode Listen Later Feb 26, 2024 25:18


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 255 - February 11, 2024

    Play Episode Listen Later Feb 16, 2024 30:34


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 254 - February 4, 2024

    Play Episode Listen Later Feb 6, 2024 29:35


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 253 - January 28, 2024

    Play Episode Listen Later Jan 30, 2024 31:37


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 252 - January 21, 2024

    Play Episode Listen Later Jan 30, 2024 30:23


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 252 - January 21, 2024

    Play Episode Listen Later Jan 24, 2024 30:23


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 251 - January 14, 2024

    Play Episode Listen Later Jan 16, 2024 29:40


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 250 - January 7, 2023

    Play Episode Listen Later Jan 8, 2024 30:10


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 249 - December 24, 2023

    Play Episode Listen Later Dec 27, 2023 30:57


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 248 - December 17, 2023

    Play Episode Listen Later Dec 19, 2023 30:31


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.Podcast

    Invest Wisely Episode 247 - December 10, 2023

    Play Episode Listen Later Dec 11, 2023 30:37


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 246 - December 3, 2023

    Play Episode Listen Later Dec 4, 2023 30:59


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 245 - November 26, 2023

    Play Episode Listen Later Nov 30, 2023 30:34


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episdoe 244 _ November 19, 2023

    Play Episode Listen Later Nov 21, 2023 30:52


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 243 - November 12, 2023

    Play Episode Listen Later Nov 21, 2023 30:19


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

    Invest Wisely Episode 242 - November 5, 2023

    Play Episode Listen Later Nov 8, 2023 29:52


    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

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