Current News & Announcements:
Click here to view Jordan's recent interview on Fox Detroit news
Investors should consider the investment objectives, risks, charges and expenses of mutual funds and exchange traded funds carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact your Financial Advisor or the funds company directly. Please read the prospectus or summary prospectus carefully before investing.
Diversification does not ensure a profit, nor does it guarantee against loss. Mutual funds and exchange traded funds can be volatile; there are no guarantees that the diversification benefits reduce the volatility below the “market.” Index funds are generally structured to track a specific index or sector, and may not be correlated to the market as a whole.
Click here to view news coverage of Sheldon and Jordan teaching local high school students about investing
A true financial partner with your best interests in mind
The Rosenberg Group has over 35 years of combined experience in wealth management and financial services. As a “family” business our goal is to help achieve our clients’ objectives by understanding their complete financial picture, designing and implementing a customized financial strategy, and monitoring and evaluating their performance in an ever-changing environment. With a special combination of practical experience and analytical capabilities, our clients feel secure that their unique needs will be met through our wealth management process.
Our typical clients are high net worth individuals and families, businesses, and their owners. Understanding the needs of such multigenerational businesses and families comes naturally to us, because we are one. And we measure our success by our clients’ satisfaction.
To discover the difference true partnership can make in your financial life, contact us today.
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a video from Paul Purcell, Baird Chairman, President & CEO:
- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
Baird Foundation 2012 Annual Report
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Quarterly Market Update
- Baird Investment Digest