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Investing for All Seasons
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Speed kills on the information superhighway too
Posted on September 4, 2024 in General, Recent NewsSpeed kills. We learn this before we even put a key into the ignition for the very first time. Speed limit signs show up everywhere on streets and highways. They encourage us to slow down, consider our surroundings and proceed with caution. Speed also kills on the information superhighway. It is the single most obvious… | Read More »
Life lessons from a lemonade stand
Posted on August 20, 2024 in General, Recent NewsWe could all learn a lot from the evolution of the lowly lemonade stand. Still manned by cute kids on hot summer afternoons, many lemonade stands have gone high tech. If you look closely at those hand-lettered signs, you might see a QR code directing you to a secure payment site so you won’t have to let your lack of ca… | Read More »
Five ways to make next year’s “Cheer Up the Lonely Day” obsolete
Posted on July 11, 2024 in General, Recent NewsWe live in a world of almost constant communication, yet we face an epidemic of loneliness. This dichotomy of an ever-increasing means of connection and decreasing feeling of community has led to multi-generational isolation. Last year, the American Medical Association identified loneliness as a public health issue. In… | Read More »
Seminars
We teach financial education classes at the University of Wisconsin - Oshkosh at Fox Cities and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.
To attend one of our fall class selections, which we are hosting both virtually and in person for your safety and convenience, please click on the link below:
Active Management to 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 achieve your goals.
Learn More