Broker Check

Around The Block


Let's go Around The Block with
The Miranda Thomas Group

 In line with our mission to help educate our clients, Around The Block is a series of short, informative videos produced by our team.  This video series will focus on our client relationships, our families, and subject matter experts.


Taxes & Derby Hats
Sean Miranda and Mac Thomas
April 24, 2026

In honor of tax season and our super‑cool Derby hats, this video explains why we ask clients to share their tax returns and how it helps us provide more proactive, comprehensive financial advice.

By reviewing your return, we create a detailed report that gives us deeper insight into your full financial picture and strengthens both short‑ and long‑term planning.

The video walks through real examples where reviewing tax returns uncovered missed deductions and meaningful tax‑saving opportunities. As a seasonal bonus, clients who send in their tax returns during Derby season receive a limited‑edition Derby hat while supplies last.


Market Volatility & Staying Focused on Your Plan
Sean Miranda and Mac Thomas
March 13, 2026

Recent world events have brought renewed market volatility and plenty of headlines. In this video, Mac and Sean discuss what that volatility means for investors and why moments like these are a good opportunity to pause and refocus on what matters most.


Tax Planning 
Sean Miranda and Mac Thomas
February 6, 2026

It may be cold outside, but tax season is definitely heating up! We are inviting our clients (and prospective clients!) to securely send us a copy of your tax return for a detailed Holistiplan analysis. By combining a review of your tax situation with your comprehensive financial plan, we can help you make more informed decisions around IRA tax withholding elections, Roth conversions, and charitable giving strategies—ensuring your financial approach stays optimized no matter how chilly the forecast gets. If you have any questions about Holistiplan tax analysis or need assistance securely sending your tax return, please contact Katelyn Shiver at kshiver@rwbaird.com or 502-420-1428.

Previous Episodes

Investments

We create strategies that are tailored to your needs and goals.



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Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Market Updates

Simplify the chaos with Baird's market analysts.



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Philanthropy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


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Baird History

Over 100 years of experience in trust, partnership, and building better futures for our clients and in the communities we share. 


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Team Projects

We are always working on something new and exciting!




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Clients & Family

The best thing I did was choose the right heroes. 

  

- Warren Buffett


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Welcome


Welcome to ATB! 




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