Broker Check

 Around The Block - Investments 

                                                                                                                                                               


Baird Trust Large Cap Equity Portfolio
Sean Miranda and John Watkins
January 15, 2026

Join Sean Miranda and John Watkins as they dive into the long‑term performance of the Baird Trust Large Cap Equity portfolio. John shares his go‑to sources for investment research and market news, along with a glimpse into his family life in Louisville.


                                                                                                                                                               


Managed Investment Model Updates 
Sean Miranda and Mac Thomas
October 2, 2025

In this episode of Around The Block, we’re sharing recent updates to our managed investment models—designed for clients who’ve given us discretion over managing their assets.


                                                                                                                                                               



Year-End Discretionary Investment Model Update 
Sean Miranda and Mac Thomas
December 26, 2024

Many of our clients trust us to take on the discretion of their investments, and we oftentimes adjust the portfolios based on current market conditions. Mac and Sean discuss slight changes to our custom models, including an addition of a new asset class.


                                                                                                                                                               



Discretionary Investments 
Sean Miranda and Mac Thomas
July 11, 2024

Many of our clients trust us to take on the discretion of their investments, and we oftentimes adjust the portfolios based on current market conditions.  Please join Sean and Mac as they discuss the slight changes to our custom models that we manage, utilizing in-house analysts, as well as other outside resources to optimize our clients allocation at various levels of risk.  



                                                                                                                                                               



How Do You Invest? 
Sean Miranda and Michael Antonelli 
May 8, 2024

Join Sean and Michael Antonelli as they discuss Michael's investment philosophy, his thoughts on staying the course when life throws curveballs, and planning for a successful financial future.


                                                                                                                                                               



Reasons NOT to Invest 
Sean Miranda and Michael Antonelli 
March 28, 2024

There always seems to be a reason NOT to invest - The market is too high or too low, it is a presidential election year, or the national debt is at a record high. Join Sean and Michael Antonelli, Baird’s PWM Market Strategist, as they discuss investing despite the headlines.


                                                                                                                                                               



Investing Like a Business Owner 
Sean Miranda and John Watkins
February 8, 2024

Join us Around The Block as Sean chats with John Watkins, Equity Portfolio Manager at Baird Trust.  During this COLD walk, John shares how his methodology of choosing companies to invest in, rather than simply buying stock, has proven to be very successful for our trust clients.

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