Invest Wisely with Walt Sokira

di Walt Sokira, Director, Financial Advisor Baird

Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives´ energies to gain. It often represents hard work, fulfillment of dreams and financial security." For over 30 years Walt has managed money for individuals, families, corporations and p ...   ...  Leggi dettagli

Episodi del podcast

  • Stagione 2024

  • Invest Wisely Episode 268 - March 12, 2024

    Invest Wisely Episode 268 - March 12, 2024

    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation. All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss. Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

  • Invest Wisely Episode 267 - May 5, 2024

    Invest Wisely Episode 267 - May 5, 2024

    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation. All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss. Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

  • Invest Wisely Episode 266 - April 28, 2024

    Invest Wisely Episode 266 - April 28, 2024

    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation. All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss. Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

  • Invest Wisely Episode 265 - April 21, 2024

    Invest Wisely Episode 265 - April 21, 2024

    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation. All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss. Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.

  • Invest Wisely Episode 264 - April 14, 2014

    Invest Wisely Episode 264 - April 14, 2014

    All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation. All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss. Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC. Podcast