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Investing for All Seasons
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The rise of the individual investor
Since the 1980s, financial firms on Wall Street have increasingly relied on machines and algorithms to streamline trading and enhance their returns. Firms like Blackrock, State Street, Goldman Sachs, JP Morgan and others invested heavily in powerful computer hardware. They then aggressively recruited the top PhDs in… | Read More »
Building a well-diversified portfolio and Making a Difference
A quote attributed to Ralph Waldo Emerson measures success in ways that transcend finances. “To laugh often and much,” it begins. “To win the respect of intelligent people and the affection of children; To earn the appreciation of honest critics and endure the betrayal of false friends; To appreciate beauty; To find th… | Read More »
Breathe through your investment strategy
Posted on August 11, 2025 in General, Investment ManagementThe older I get the more I understand how important it is to pay attention to my breath when I exercise. Of course we all have to breathe to stay alive, but how and when we take those breaths can really make a difference in the effectiveness of our workout. A good deep breath can optimize our oxygen intake, stabilize o… | Read More »
Seminars
We teach financial education classes through the University of Wisconsin - Green Bay and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.
Active Management to Help Achieve Clear Goals
We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and work toward achieving your goals.
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