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Market Update: Inflation and Rising Interest Rates Thumbnail

Market Update: Inflation and Rising Interest Rates

Investment Strategy Analyst Ross Mayfield gives a market update focused on the Federal Reserve’s interest rate policy and inflation. He touches on a near-term outlook for both before handing off to Nic Reisenbichler, Manager of Investment Products, where he discusses the ramifications for portfolios and some potential asset classes for this new environment. Then, Chris Dolan, Financial Planner, joins to discuss planning strategies in a rising interest rate and high inflation environment.

About the Speakers:

Ross Mayfield is an Investment Strategy Analyst on Baird’s PWM Equity and Fixed Income Research team. He is a CFA® professional who works closely with financial advisors to educate clients about the economy and markets. In addition, he creates investment strategy content aimed at helping clients achieve their long-term financial goals.

A Louisville native, Ross serves as Secretary on the board of the CFA Society Louisville


 

Ross Mayfield, CFA®
Investment Strategy Analyst 

Nic Reisenbichler is the manager of Investment Products on the PWM Investment Solutions team.  He works with different areas of the firm to provide education on Mutual Funds, ETFs, Alternative Investments and Structured Products.  In addition, his area is in charge of overseeing what investment products are made available to Baird Clients.  

Prior to joining Baird, Nic worked at Hilliard Lyons for over 10 years with the last 5 years serving as manager of the Investment Product Team and also being a member of the Investment Strategy Committee.

Nic Reisenbichler
Manager of Investment Products

Chris Dolan is a Senior Financial Planner at Baird, working out of the Seattle, Washington office. His areas of expertise include financial planning, retirement income plans, Medicare and Social Security.

Prior to joining Baird, Chris spent a decade as a Financial Planning Consultant at Fidelity Investments and Charles Schwab Co. focusing on investment and financial planning for high-net-worth individuals and families. Previously, he became licensed in the insurance industry and worked for Washington Mutual.

Chris Dolan, CFP®
Senior Financial Planner

Baird does not offer tax or legal advice.

Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index. Robert W. Baird & Co. Incorporated. Sources:
https://www.yardeni.com/pub/sp500corrbeartables.pdf
https://pages.stern.nyu.edu/~adamodar/