The Perry Richey Group Podcast The Perry Richey Group

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