How can we help?

Contact us today to discuss your financial goals.

Get Started

Investing for All Seasons

Home Blog Listing

  • The conflict in Iran and your portfolio

    We’ve all been watching with equal parts hope and trepidation the current military conflict with Iran.  Given the stakes, and the possible long-term disruption of oil deliveries in a world highly dependent on them, it’s understandable to feel uneasy about the stock market and your retirement savings. War headlines, vol… | Read More »

  • Tariffs and the trade deficit

    On February 19th the Wall Street Journal reported that America imported a record amount of goods last year and that the U.S. trade deficit in December – the latest date for which figures are available – rose $70.3 billion.  The goods trade deficit hit a record $1.24 trillion in 2025.   These figures come as a surprise…. | Read More »

  • Navigating AI’s swift sea change

    Over the past year, Artificial Intelligence has shifted from being a buzzword to something that is actively changing how work gets done.  This is true especially in technology, but increasingly it is affecting businesses in every sector of the economy.  The speed at which AI is getting better at solving problems and im… | 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.

Learn More