What Investors Are Asking: A Midyear Conversation with The Perry Group
In this July 2026 episode, we discuss some of the most common questions we're hearing from clients and the key topics impacting investors midway through the year. We also introduce the newest member o...
27 Jul 21min
Stay the Course: Making Sense of Markets & Headlines
In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing o...
30 Apr 22min
What Investors Need to Know for 2026
Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year.
25 Mar 21min
2026 Outlook: Team Growth, Tax Timing, and What's Ahead
On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming ...
16 Jan 20min
Social Security and Strategic Planning
Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding de...
21 Okt 202523min
OBBBA and Market Trends
Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends.Follow us: LinkedIn | Facebook | Website ...
11 Aug 202526min
2025 Financial Forecast: Rates, Regulations, and Resilience
In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, cl...
8 Jul 202518min
