The Hollander Group Podcast

The Hollander Group
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The Hollander Group works with many industry professionals in staying abreast of markets, economic conditions and wealth management and planning opportunities. It is our pleasure to offer periodic podcasts to share some of their expertise with you.

  1. May 5 ·  Video

    The Hollander Group with Courtney Rosenberger Gelman

    In this episode of The Hollander Group Podcast, Tricia M. Hollander Henning and Teri M. Hollander Albin sit down with Courtney Gelman of Strategas Research Partners to discuss the market and current economic landscape as we move through a mid‑term election year. They explore key downside risks investors should be aware of, and how historical mid‑term election patterns, and the broader economy.

  2. 10/15/2025 ·  Video

    The Hollander Group with Mark Eibel

    Tricia Hollander Henning and Teri Hollander Albin speak with Mark Eibel, CFA, of Russell Investments, about what's driving strong markets despite weak consumer sentiment. They discuss the Federal Reserve's latest moves, global investment opportunities, and why diversification matters in 2025. Mark also shares three timeless investor principles: have a plan, manage your taxes, and stay in the game.

  3. 04/03/2025 ·  Video

    The Hollander Group with Ryan Katona

    Tricia and Teri talk with Ryan Katona, Regional Director at Russell Investments. They discuss the hidden impact of taxes on portfolio returns; particularly tax drag, which refers to lower net returns due to the impact of taxes on a portfolio. Ryan explains strategies to minimize tax drag, such as reducing turnover, avoiding tax-inefficient investments, and utilizing tax loss harvesting. Ryan also introduces direct indexing, a strategy that allows investors to own individual stocks that aim to track an index's return while actively harvesting losses along the way.

  4. 08/26/2024 ·  Video

    The Hollander Group with Kenan Peterson

    Tricia and Teri talk with Baird Wealth Strategist, Kenan Peterson, to discuss the unique and sophisticated needs that business owners and high net worth families have and the experience that The Hollander Group and Bair Wealth Solutions Group can provide to navigate those complecities.

  5. 04/17/2024

    The Hollander Group with Baird Capital Markets

    The Hollander Group had the opportunity to talk with Katie Schoen,  Global Head of Investor Relations & Operations for Baird Capital.  Katie discussed the types of businesses that Baird Capital invests in and the resulting Private Equity and Venture Capital investment opportunities that Baird Capital creates.

  6. 01/17/2024

    The Hollander Group with Business Owner Solutions

    The Hollander Group had the opportunity to talk with Elizabeth Thompson and Chris Johnson from Baird's Business Owner Solutions Team. Tricia Hollander Henning and Teri Hollander Albin addressed the current Private Equity appetite for acquiring private businesses with Chris and Eliazbeth including the ability to create a retirement transition opportunity for Owners and Key Managers while keeping the company in tact via roll ups and other strategies. They discussed multiples, the lead-time in preparing a business and creating/maintaining a career path for Key Employees.

  7. 08/02/2023

    The Hollander Group with Mark Nickel

    Tricia and Teri interview Mark Nickel, President of Baird Trust Company to talk through how clients might utilize Baird Trust in their overall financial plan. Mark explains trusts and describes how Baird Trust may serve in the role as trustee or executor, and how that may impact your relationship with The Hollander Group.

  8. 06/15/2023

    The Hollander Group with Ross Mayfield

    Ross Mayfield, an Investment Strategy Analyst at Baird joins The Hollander Group to break down whether we should be concerned about a deep recession, how the 2024 Presidential election might affect markets, and positioning bonds in a portfolio.

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The Hollander Group works with many industry professionals in staying abreast of markets, economic conditions and wealth management and planning opportunities. It is our pleasure to offer periodic podcasts to share some of their expertise with you.

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