The Miranda Thomas Group

10/30/2026

Just another day at the office… or should we say Dollywood? Apparently one Dolly Parton wasn’t enough, so seven showed up for our office costume contest today!

We work hard from 9 to 5, but when it comes to costume contests, we don’t mess around. 🎤✨ Peep Amy on the far left!

Wishing all of our wonderful clients a fun and safe Halloween weekend!

10/28/2026

In this episode of Around The Block, Sean and Mac share an update on changes to their discretionary investment models, including a shift from growth stocks toward a more balanced mix of growth and value, a move toward more neutral exposure between U.S. and international stocks, and a continued preference for shorter-duration bonds to help limit interest-rate risk.

They explain that these are small portfolio adjustments rather than major changes, with the goal of maintaining appropriate diversification and keeping portfolios well-balanced as market conditions evolve.

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...

10/16/2026

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 ...

10/02/2026

Baird Strategas Chief Economist Don Rissmiller talks through his view of how higher oil and yields will impact the economy, how he sees this rate hiking cycle playing out, and whether productivity growth can help with the budget deficit.

Baird Strategas Chief Economist Don Rissmiller talks through his vi...

09/25/2026

Baird Strategas Washington Research Analyst Jeannette Lowe talks through the typical stock market pattern in and around midterm elections before diving into the data center buildout that has become the key debate of the election season.

Baird Strategas Washington Research Analyst Jeannette Lowe talks th...

09/18/2026

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks about the Fed’s decision to raise interest rates (for the first time since 2023) and where he sees opportunities in today’s supply-constrained environment.

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks ...

09/18/2026

What an amazing day!

Our team stepped away from the office yesterday to volunteer at Adventure Camp, and it continues to be one of the highlights of our year through our Baird Gives Back program. Seeing the excitement, smiles, and growing confidence of the campers throughout the day was incredibly rewarding.

We had the opportunity to work with the campers on crafts, helping them create leather bracelets, and we also spent time teaching them how to fish. It was wonderful to see them learn new skills, have fun, and enjoy the experience alongside their fellow campers.

We are grateful for the opportunity to support such a meaningful program and spend time with these incredible campers and dedicated volunteers. Thank you to Adventure Camp and Scouting America for allowing us to be part of something so special.

Here are a few photos from our day!

09/16/2026

Our team will be out of the office all day tomorrow, Thursday, September 17th. We’ll be volunteering at Adventure Camp, a day camp program hosted at Camp Crooked Creek in Shepherdsville, Kentucky.

During this time, we will not have access to email or phones. If you need immediate assistance, please contact the branch receptionist at 502-426-0790.

Adventure Camp serves students with special needs from schools across Southern Indiana, Louisville, and surrounding counties. Camp activities include fishing, arts and crafts, pontoon boating, BB guns, archery, canoeing, and more—all part of a wonderful initiative through Scouting America.

Thank you for your understanding and support as we take part in this meaningful event.

09/11/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through market implications of potential rate hikes, the firm’s earnings outlook for 2027, and an update to the bull market top checklist.

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