In this episode of the Baird Retirement Management Show, hosts Greg Ashcroft and Scott Bartosh dive into the world of individual stock selection, sharing personal stories of wins and losses in the market. From the promise of companies like Coupang and Palantir to speculative stocks, Greg and Scott reveal the valuable lessons they've learned along the way. Tune in to hear how their experiences – and even a few investment missteps – have shaped their philosophy for managing client portfolios. They discuss the importance of diversification and why most investors may be better served by sticking to disciplined, long-term strategies. This episode is packed with insights, humor, and practical advice on navigating the highs and lows of the stock market.

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