In celebration of “Giving Tuesday” approaches, charities ramp up their efforts to secure funding. So do bad actors wanting to capitalize on both the hectic nature and the genuine altruism of the holiday season. Before you donate to a charity, please consider the following five tips: If a charity pushes…
Speed 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…
We 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…
We 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 a 2023…
We’re big advocates for (and providers of) formal financial education. Classes, books, blogs, and podcasts all offer great opportunities to learn about how to make, save, grow and spend your money. We don’t think anyone should ever stop learning. We also know that we learn some of the most important…
Sandy Shultz from Winch Financial, based in Appleton, Wisconsin, announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Sandy is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils…
Last weekend, we had the opportunity to attend the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska. “Woodstock for Capitalists” is a bucket list item for many investors and we finally crossed this epic event off our lists. For as long as we can remember, our Investment Team has discussed…
April in Wisconsin offers countless opportunities to develop life skills like patience and adaptability. A single spring day could feature a romp through all four seasons, with a couple of extras like gnat and lake fly seasons rolled in. The same daily forecast that allows daffodils to bloom can include…
Due to their own diligence and good habits, senior citizens often find themselves targets of scams. Retired people generally have built up an attractive pool of financial resources through a lifetime of hard work. Those assets can attract nefarious people who haven’t been as responsible with their life choices. Additionally,…
In honor of Random Acts of Kindness Month, our office has taken the Kindness in the Workplace Challenge. We are looking forward to formally incorporating the six concepts of kindness into our daily routine — respect, caring, inclusiveness, integrity, responsibility and courage. We anticipate a seamless transition as our workplace…