Capital gains can be looked at as both a blessing and a curse. The gain is a blessing because we all want our investments to perform well. The curse can be
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Every industry has it’s own jargon. Here are a few terms you may hear from time to time.
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It’s pretty easy to understand your rate of return on your investment statement: most companies clearly display the result. Some even use red numbers for a
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I met with a client last week whom I respect deeply on both a personal and professional level: he has had a highly successful career building a firm working
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I’ve written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how the strategy can be of benefit.
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I posted a question on social media recently, “ATTENTION LADIES: I am seeking your input! What financial topics do you feel are important to women? Why? Thank
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I received a call from a client a few days ago: he had a quick question. That quick question turned into a significant discussion that drove home the value of
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Inflation, rising interest rates, war, government spending, mid-term elections, supply chain disruptions, an aging population, labor shortages and a pandemic.
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Periodically, I am asked about the articles that I write. Sometimes the question arises as to whether I personally write all the articles or if I have any
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History is also laden with patriotism as a fundamental motive to position capital.
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Have you heard the term “Stealth Wealth?” I tell my colleagues at conferences about it all the time, because in Central Wisconsin, it’s oftentimes who we are
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When people think of estate planning, they often think of wills and trusts. When people think of legacy planning, they often think of the value of the assets
