The Perry Richey Group Podcast

On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients about the recent policy developments coming out of Washington D.C., and their implications on the markets. Our Advisor team sits down to recap the event and some of the information that Courtney shared.

Our team has long been advocates for CCK, a medical kids camp in Scottsville, KY. In this episode, Drew interviews Allysa Gooden, Director of Development with CCK, and Derek Young, a business consultant and advocate for CCK. Listen in as they discuss upcoming enhancements to the camp and their growing presence in the Nashville community.

https://www.courageouskids.org/

https://derekyoungspeaks.com/

In this episode,  Josh Marson and Ross Mayfield, Investment Strategy Analyst, talk about the variety of factors that can influence market volatility, and tips to help investors evaluate what volatility means in their personal financial situation.

On this month's Advisor Roundtable, the Perry Richey Group Advisors provide an update on the capital markets and thoughts on the current economic environment. We also announce the launch of our new book, Finding Your Financial Advisor.

Kevin Nicholson is the Global Fixed Income Chief Investment Officer and Co-Head of Riverfront’s Investment Committee. Volatility in the equity markets has made headlines for 2022, but that volatility has also carried over into the Bond markets. Josh Marson from The Perry Richey Group and Kevin break down what has happened to the bond market so far in 2022, and provide an outlook for the remainder of the year.

Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risk such as interest rate risk, regulatory risk, reinvestment risk, credit risk, inflation risk, call risk, default risk, political risk, tax policy risk, and liquidity risk. In a rising interest rate environment, the value of fixed-income securities generally decline and conversely, in a falling interest rate environment, the value of fixed-income securities generally increase. Municipal securities investments are not appropriate for all investors, especially those taxed at lower rates.

On this month’s Roundtable, Drew and Andrew provide commentary on the upcoming announcement from the Federal Reserve, how to understand stock market index returns, and some legislative updates from Washington D.C. We also have on a special guest, Jacqueline Hunt, to talk about some enhancements that have been made to our team's Client Advocacy program.

With the rapid evolution of technology and its integration into everyday business operations, many small business owners are unaware of how vulnerable their technology may actually be. Dave Mantlo of ISTT joins us to share insights into how sophisticated online predators have become, and what you can do to better safeguard your data and stay safe from online threats.

On this episode, all The Perry Richey Group Financial Advisors are back and discussing the unusual start to the year for the bond market, and the impact of additional rate hikes by the Fed throughout the remainder of 2022.

At The Perry Richey Group, we know the importance of having peace of mind that your loved ones and close friends are making informed financial decisions.

Therefore, we are excited to announce the launch of The Advocate Advantage Program. A program meant to provide your loved ones and close friends with resources they need for the life experiences that they are encountering. Whether your child is enrolling in their first 401(k) plan, or your former colleague has questions about Medicare. The Advocate Advantage Program is a way to connect the people you care about the most to the resources they need to make informed financial decisions. Listen in as Jacqueline, Brooke, and Claire share about this new program and how you can sign up.

On this Month’s Advisor Roundtable, your Advisor Team sits down to break down the volatility in the markets over the last few weeks and give you our thoughts on the events taking place in Ukraine and what it means for investors.  We also have Savannah York join us to talk about an upgrade that is now available within the InfoArmor Identity Protection service that our clients have access to.

Inflation and Interest Rates are two topics on the forefront of investor’s minds and contributors to the market volatility that we’ve seen early in 2022. On this episode, we have special guest, Mark Eibel, Director of Client Investment Strategies at Russell Investments to help shed light on the role of these metrics in today’s market and the role of the Federal Reserve in managing them moving forward.

On this month’s Advisor Roundtable, the Perry Richey Group advisors tackle one of the most common questions on investors minds right now, “Why would the Federal Reserve be raising interest rates?”  We also highlight a couple of topics that you can discuss with your accountant during the current tax filing season to stay informed about your tax situation.

We are excited to launch a new series that will run throughout 2022 titled, “What We’re Learning”. In the first edition Drew Richey interviews Shawn Perry about the various books, articles, podcasts, etc. that he is currently consuming and his plan for personal development. As your Wealth Management team, we believe it’s important for you to know what’s going on behind the scenes and share resources that you might find interesting.

Drew is joined by Josh and Andrew to bring you the first Advisor Roundtable of 2022. In addition to our normal market commentary, the guys pull back the curtain and share some of the unique ways our team works together in addition to sharing some of their personal goals for 2022.

For the final Advisor Roundtable of 2021, the entire advisor team for The Perry Richey Group sits down to provide an update on what we’re seeing in the capital markets, charitable giving strategies that there are still time for before year’s end, and how retirement savers can set themselves up for success in 2022.

Historically, investors spend a significant amount of time and energy reviewing financial statements, returns, valuations, etc. in order to make investment decisions and make sense of what is going on in the markets. Now more than ever the field of behavioral finance has emerged to shed light on the psychological influences that impact our behavior and investment related decisions. Listen in as Ross Mayfield and Josh Marson break down what all investors should understand about the influence of behavioral finance.

On this month’s Advisor Roundtable, Josh provides us with a market update, and Andrew gives us an update on the latest proposals coming out of Washington D.C. The Advisors also talk through year-end tax planning and how capital gains have the potential to impact investors that hold mutual funds this year.

Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473. Please read the prospectus or summary prospectus carefully before investing.

Are you a small business owner and had trouble starting a retirement plan for cost or administrative reasons? Jay Palmer, Regional Director at American Trust Company,  joins us on the Podcast to discuss Pooled Employer Plans. ‘PEPs’ as they can also be called are becoming more attractive solutions to help small business owners implement retirement plans in a more time and cost effective manner.

On this month’s Advisor Roundtable, Shawn and Andrew give an update on the markets as we have officially completed the third quarter. They also talk through the latest from Washington D.C. as it relates to raising the debt ceiling. Jacqueline Hunt also joins the podcast for our Team Member Spotlight and shares about the Certified Private Wealth Advisor Program that she will soon be working through

On this month’s Advisor Roundtable, catch up with Shawn, Drew, Josh, and Andrew as they announce upcoming team events, discuss what has been going on in the markets, and provide a few important tidbits for individuals who are on or signing up for Medicare.

Are you or a family member about to turn 65 and feel overwhelmed with the process of signing up for Medicare? Or perhaps you are already enrolled in Medicare, but you are looking to change your coverage. On this episode of The JPR Group Podcast, Andrew is joined by Craft Hayes, President of Bernard Healthcare Financial Planning. Together they breakdown the most important things you need to know about signing up for Medicare to make the process smooth and allowing you to feel at peace with your healthcare coverage.

On this month’s Advisor Roundtable, we are excited to bring you an update on the markets from our very own Josh Marson along with an update from Jacqueline Hunt on our existing COVID protocols for clients coming into the office.

We also introduce you to Claire Wilson who is currently an Associate in Baird’s Foundation Program, and feature Savannah York on this month’s Team Member Spotlight

Mutual Funds and ETFs are two of the most common investment vehicles for investors to place funds in, but how exactly do they work? In this episode, Josh Marson and Ross Mayfield return for Part Two of our Market Education Series to explain the basics of Mutual Funds and ETFs and detail why investors would incorporate them into their portfolios. 

Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. This and other information about the fund can be found in the prospectus or summary prospectus. A prospectus or summary prospectus may be obtained from your financial advisor or the fund website and should be read carefully before investing.

On this month’s Advisor Roundtable, we are excited to be joined by Drew Hubbard, the newest team member of The JPR Group for a Q&A Session. We also provide an update on our team’s events for the remainder of the year, highlight the Infrastructure Bill proposal grabbing headlines in Washington DC, and discuss the current market environment.

The founding partner of what is now The JPR Group, Mike Jennings, will be retiring this week after 35 years of service in his role as a Financial Advisor. His business partners of 20 years and 15 years respectively, Shawn Perry and Drew Richey, sit down for a final conversation to reflect on the many lessons, memories, and the lasting impact Mike has had on both his clients and our team.

You hear of them all the time- the Dow Jones Industrial Average (DJIA), the S&P500, Russell 2000, but what is a market index? In this episode, Josh Marson and Ross Mayfield break down the basics of what a market index is, how they are built, and how investors can better interpret the performance of an index.

On this month’s edition of the Advisor Roundtable, Shawn and Mike share an important update on our team including Mike’s upcoming retirement, and the addition of several new team members. Josh Marson also joins us to provide commentary for investors on what we’re thinking about the current market environment.

On this month’s Advisor Roundtable, Drew and Andrew sit down to provide an update on the market and commentary around the Biden Administration Proposal released last week. Jacqueline Rowe also joins us on the podcast to discuss an exciting new partnership with Bernard Health – a resource our clients now how access to in order to help with health insurance coverage decisions, including Medicare.

In part two of our Estate Planning Basics Series, Shawn is joined on the podcast by Chris Staples, Chief Operating Officer of the Hilliard Lyons Trust Company. Chris provides some of the reasons that warrant changing your trust and estate documents along with commentary around the different parties involved in the administration and life of a Trust. Finally, Shawn and Chris touch on some potential changes that we could see with regards to Estate and Gift Tax law over the next few years.

In part one of our Estate Planning Basics Series, Shawn is joined on the podcast by Ella Neely, an Estate Planner with Baird’s Financial and Estate Planning Department. Together Shawn and Ella go over the basic documents everyone should consider putting into their estate plan. They also tackle common questions such as “When is it necessary to get a will?”, and “What is a Health Care Directive?”

On this month’s Advisor Roundtable, the JPR Group Advisors talk about a topic that has been getting a lot of headlines recently: Inflation. They discuss what investors need to understand about inflation, and also highlight some additional services our team is now offering to clients.

Have you ever experienced an emergency or the loss of a loved one and felt overwhelmed trying to track down all of their various accounts, insurance policies, subscriptions, etc.? Jacqueline Rowe and Brooke Schakat with The JPR Group join us today to talk about The Personal Information Guide. The Personal Information Guide is a resource that is a part of our team’s Standard of Care that helps you consolidate all of your personal and financial information into a single document. The Personal Information Guide will help you locate information in the future, reduce confusion and stress in the event of an emergency, and decrease the likelihood of unclaimed assets for your heirs.

On this month’s Advisor Roundtable, The JPR Group is joined by Maggie Savage, CFA, a Research Analyst with the Specialized Asset Management (SAM) Team of Baird’s Asset Management Group. Maggie and Josh Marson of the JPR Group highlight the current interest rate environment and its impact on the market along with certain asset classes where they see opportunities for investors.

Listen in as Jacqueline Rowe chats with Cathy Moulton, Baird’s director of travel services, about traveling in the midst of a global pandemic.  They talk about travel trends, what you need to consider if you’re planning a trip, and tips for safe travel in these times.  Cathy also gives an update on cruising and shares the one item she cannot travel without!

On this month's Advisor Roundtable, we are excited to have a guest appearance by Ross Mayfield, CFA(R), Investment Strategy Analyst with Baird Private Wealth Management. Ross joins Shawn Perry and Josh Marson from The JPR Group to highlight reasonable expectations for key asset classes in 2021. Shawn also provides an update on The JPR Group's office schedule and introduces a new offering for our clients 2021: The Personal Information Guide.

In this month’s Advisor Roundtable, we are excited to have a guest appearance by Peter Lim, Portfolio Manager with the Hilliard Lyons Trust Company. Peter and our very own Josh Marson have a conversation about key themes to look for across various assets classes in 2021 and why diversification for investors should be top of mind for 2021.

On this months JPR Group Advisor Roundtable, listen in as Drew Richey, Shawn Perry, Mike Jennings, and Josh Marson compare this year to past precedence, discuss what to look for in 2021, and review the innovations the JPR group made in 2020 to serve our clients.

As we close in on the end of 2020, Josh, Mike and Andrew sit down to discuss some year end tax planning strategies for investors that have money in non-qualified accounts. They specifically highlight how mutual fund investors might be uniquely affected by the market movement in 2020 and potentially pay capital gains tax for investments that they didn’t sell!

In this episode, Andrew Boyles and Drew Almy from Unified Trust Company get back to the basics of budgeting. Our Retirement Readiness Series which was launched earlier in 2020 is focused on providing relevant information to individuals who saving for retirement and participating in retirement plans that our team consults on. 

Listen in as Mark Eibel of Russell Investments presents our most recent Capital Market Outlook.  He discusses the election, answers the number one question he’s been getting from advisors and investors around the country, and reminds us why it’s wise to not mix politics with planning.  He wraps up with a preview of what Russell is looking ahead to in the coming year.  Recorded on Friday, October 23rd, 2020.

Shawn, Josh, and Andrew sit down the morning after the election to unpack the events of November 3rd and what investors need to know. Jacqueline Rowe also makes a guest appearance to talk about Affordable Christmas – a charitable event sponsored by Hope House that our team and clients will be participating in over the next few weeks.

This month on the Advisor Roundtable, Drew, Shawn, Josh, and Andrew get together and discuss the markets ahead of the Presidential Election, talk through some year end tax planning strategies and provide and update on The JPR’s Groups return to the office.

In the episode, Drew and Andrew sit down to talk about the complexities of Social Security and a common mistake that many people make when filing for Social Security. They go over several key considerations that everyone should think about before deciding to file for Social Security and an analysis tool our team has to help evaluate different filing scenarios.

In this episode, Drew and Andrew sit down to discuss a common dilemma that many retirees face. Their company offers them a pension, and they are forced to decide how they would like to receive that pension. The options can often be overwhelming and confusing. Listen in as the guys discuss what some of these options are and factors you should consider when making your decision.

On this roundtable Drew, Mike, Josh, and Andrew sit down and talk about what's been going on in the market over the last month, begin discussing the upcoming Presidential Election, and highlight the money you could be leaving on the table by taking Social Security at the wrong time.

For 13 years, Heikki Rinne served as the CEO for Halton Group Ltd, a global technology ventilation company, with operations in 34 countries. Heikki also served as CEO of eFruit International Inc., and as President of Halton Systems Ltd. Currently,  Heikki leads Sitoumus, a firm he founded in 2017 that is dedicated to increasing employee engagement.  In this episode, Drew and Heikki dissect ways that business owners and leaders can best navigate through the COVID-19 pandemic and beyond.

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Mike, and Brooke Canary from the JPR Service Team sit down (virtually) and talk about what's been going on in the market over the last month, begin discussing the upcoming Presidential Election, and introduce our new Client Advocate Program.

Brooke and Jacqueline have a conversation with Elizabeth Downing, Director of Outreach with Timesavers, about starting the conversation with loved ones about end of life stages before they happen, services Timesavers can provide to help alleviate stress, as well as how a pandemic can change the way families are planning for long term care.

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Josh, and Andrew sit down (virtually) and talk about what's been going on in the market over the last month, important planning topics for retirees, and an update on how we will be conducting our summer and fall client reviews. 

Many business owners have been overcome with wave after wave of difficult decisions to keep their businesses afloat over the last several months leaving them little time to think about strategic opportunities for the business . In this episode, Shawn and Jaleigh White, Director of High-Net-Worth Solutions at Baird, discuss both personal and business planning opportunities that business owners specifically can take advantage of in response to the COVID-19 pandemic. 

In this episode, Shawn sits down with Jaleigh White, Director of High-Net-Worth Strategies at Baird, to discuss how to effectively engage with and support non-profit organizations in response to the COVID-19 pandemic. Now more than ever these organizations, which are vital to our communities, are depending on their Board of Directors and key volunteers to help them successfully navigate this uncharted territory. 

In the episode, you will hear from the Advisor Team at the JPR Group - Shawn, Drew, Mike, Josh, and Andrew. They'll be providing you with an update on the market, timely planning concepts in midst of COVID-19, and an update on what our team is working as it relates to upcoming communications and re-opening our office.