Q1 2020, One for the History Books

The markets from time-to-time become a little bit like Dr. Henry Jekyll and Mr. Edward Hyde. When the markets face the irrational antagonism of Mr. Hyde the rollercoaster begins and the heartache ensues. Whether you are seasoned or new to investing, investors like their rollercoasters confined to amusement parks.

David P. Anderson, Vice President, Financial Advisor at Baird; Steven E. Anderson, Director, Associate Branch Manager at Baird, and Bob Carey, Chief Market Strategist at First Trust will talk you through the recent volatility providing factual references to help settle your stomach.

Unable to attend the town hall?

Please don’t hesitate to contact us with any questions about the markets or your portfolio. Our website theandersongroup.rwbaird.com is also a great resource for factual information about what is going on in the markets. Be sure to visit it frequently as updates are regularly posted.

Thank you for allowing us to serve you as your Guru, Guide, and Gladiator in these challenging times.

About the Speakers:

David Anderson was born and raised in Central Michigan with two brothers. He proudly served eight-years in the United States Air Force following his high school graduation where he became a Distinguished Graduate of the United States Air Force's Airman Leadership School.

David worked his way through college at Federal-Mogul Corporation graduating Magna Cum Laude from Park University with a B.S. in Human Resources Management, a B.S. in Marketing, and an A.S. in Management. Prior to becoming a second-generation Financial Advisor at Baird, he managed caseloads for the State of Michigan's Unemployment Insurance Agency and Department of Human Services.  

David holds the FINRA Series 7 and 66 registrations. He furthered his education by completing The Wharton School of Business’ Wealth Planning Essentials Program. He is licensed by the state of Michigan for life, accident, and health insurance. David occasionally provides market commentary on WSGW radio’s Ticker Tip and Money in Your Pocket segments.

David volunteers with several non-profits including the Jackson Host Lions Club, Lions Clubs International’s District 11-B1, and Saginaw Field and Stream. He is a member of Saginaw County’s Chamber of Commerce Young Professionals Network and a 2018 graduate of their Leadership Saginaw County program. David attending the Lions of Michigan Leadership Institute (2017), Graduate Institute (2018), and Masters Institute (2019).

David and his wife Anna have six children. Their children are very active, which occupies most of their free time. When he is not busy with his family, David enjoys shooting guns competitively and hunting.

Steve brings over 30 years of financial advising experience to his clients. He believes that world events have a direct effect on the goals of individual investors. Steve prides himself in his ability to interpret how current events may impact his clients and then helping them build a financial plan that meets their needs.

Steve is a Certified Financial Planner™ (CFP®). He leads The Anderson Group, as well as, serving as Associate Branch Manager. Before becoming a manager at Baird, Steve was a Branch Manager for Hilliard Lyons, and First of Michigan.

He is a proud graduate of Michigan State University. In 2015, Steve completed the Wealth Planning Essentials Program through the Wharton School.

Steve is active in several business and community organizations. You might also recognize Steve as the voice of the Ticker Tip announcement and Money in Your Pocket segments on WSGW radio. 

Robert Carey, CFA, has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist at First Trust.

Bob travels throughout the United States and Canada giving brokers and investors clear and concise analysis in understanding the markets, current trends and what he believes are opportunities today and beyond. As a guest on television and radio programs including Bloomberg TV, CNBC and Chicago’s WBBM Newsradio 780’s Noon Business Hour, Bob imparts his views to a large audience. He has also been quoted by several publications, including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service and Registered Rep. 

He is a recipient of the Chartered Financial Analyst (CFA) designation, and is also a member of the CFA Society of Chicago and the CFA Institute.

Bob is a graduate of the University of Illinois at Champaign-Urbana with a BS in Physics