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NextGen Wealth Building

I'm not wealthy yet, do I need a financial advisor?

You may not have as much to invest as your parents or grandparents, but that doesn’t mean you don’t need advice.  In fact, now is probably the ideal time to seek advice.  There are far more questions in your life than answers, and the Hock Group has developed a simplified approach to help you get started on the right path to build wealth through every phase of life.  Sign up to receive our NextGen newsletter.

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Baird 360 Wealth

Baird 360 Wealth

360 Wealth helps bring your online financial accounts into a single view, making it easier for you to keep an eye on the big picture. With 360 Wealth, you can view a comprehensive net worth statement, track changes in your portfolio and manage and view your current month budget, spending, and cash flow.  Think of it like MINT or RocketMoney, but without the AI ads!

Must Read 

The Year of Living Dangerously – Letter to Younger Investors

What did sitting at home and watching the stock market for 12 months teach young people about investing?
Baird Wealth April 2021.

Ten Financial Resolutions for Young Adults

Pay off your debt, save on housing, and other ways to get your money matters in order.  
Baird Wealth January 2021.

FOMO (Fear of Missing Out) 

Bull and Baird Blog February 2021

As you and your network continue to be faced with big life decisions we know there is an interest and need for resources to help make informed choices appropriate for you. We provide these videos and articles from our Baird experts and others in hopes that you or someone you know may find them applicable and helpful. If you feel there is a particular area or topic that needs further discussion or context please let us know so we can provide additional insight.

For Additional Insight...

Visit Our Loan-Calculating Resources [Retirement, Money, Lifestyle]


Contact us today.  You might even qualify for generational pricing if you are connected to other clients of our team.

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