The Mazelon Chambers Neff Group

11/02/2026

Still reflecting back Texas here… I was reminded that you can have fun and do meaningful work at the same time.

One of the highlights was teaming up with colleagues from across Baird to create gift baskets for children at a local children's hospital. The laughter, collaboration, and shared purpose made it a truly memorable experience.

It was also a great reminder of what makes Baird special. Every day, we bring together the expertise and resources of our entire firm to help clients navigate opportunities, challenges, and important life decisions. Collaboration is at the heart of everything we do.

Grateful for the experience, the connections, and the opportunity to be part of a firm that puts people first. 💙

11/01/2026

Sunday after Halloween: candy wrappers everywhere, a little extra sleep, and absolutely no idea what time it is. 😂🎃

Anyone putting up their Christmas Tree today?!

10/28/2026

Investing success isn't just about picking the right investments. It's about avoiding the behaviors that can derail long-term goals.

In the latest episode of All That Matters: The Sins and Virtues of Investing, Mike Antonelli and Ross Mayfield discuss common investing mistakes, the importance of staying focused on your long-term plan, and why uncertainty shouldn't distract you from your financial goals.

🎥 Watch the vlog below and ask yourself: Are your investment decisions supporting your long-term goals?

If you'd like to discuss your strategy, let's connect.

Mike and Ross unpack the sins and virtues of investing and why politics shouldn’t drive investment decisions.

10/26/2026

Sarah spent a few days in Fort Worth at the Baird Women Advisors Summit left me energized and inspired.

Great conversations, fresh ideas, new friendships, and valuable insights to bring back to our clients and team.

Grateful for opportunities like this and proud to be part of Baird. 💙

10/23/2026

📋 Open enrollment is your annual financial checkup.

Take a few minutes to review your 401(k), HSA, and retirement contributions. Even a small increase in savings today could have a meaningful impact on your future.

Listen in as Josh discusses this and more on this week's Financial Friday segment on WSAZ NewsChannel 3 Studio 3.

https://www.wsaz.com/2026/10/23/open-enrollment/

10/23/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means for investors, whether a bull market top looms, and how to position portfolios in a concentrated market.

Baird Strategas Chief Investment Strategist Jason Trennert talks th...

10/21/2026

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.

New projections suggest the 2027 COLA may fall between 3.4% and 3.6%.

The official adjustment has not been announced yet. The final number will depend on inflation data for July, August, and September.

Social Security COLAs are calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers, known as CPI-W.

July data showed CPI-W rose 3.4% over the past 12 months. The broader consumer price index also rose 3.4% year over year.

One estimate from AARP suggests a 3.5% COLA would raise the average retired worker’s benefit by about $73 per month.

For retirees and near-retirees, the COLA is an important reminder that inflation can affect income, purchasing power, household expenses, and long-term financial decisions.




Source:

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

10/20/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

10/16/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through all the recent action in the bond market – from the move in Treasury yields to the widening of credit spreads – and breaks down what it means.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

10/16/2026

📺 Financial Friday with Sarah on WSAZ NewsChannel 3 Studio 3

Estate planning isn't just about transferring wealth, it's about protecting the people and causes that matter most to you. This week, we discussed wills, trusts, beneficiary designations, and the importance of keeping your plan up to date.

Watch the segment below to learn more.
https://www.wsaz.com/video/2026/10/15/studio-3-financial-friday/

Studio 3