Featured Blogs
Inspiring Women (part 1)
My Name is Jane… I raised my kids, have worked at a local business steadily contributing to my 401k and feel I should be on track to retire… but I’m…
Read More →What’s UP or should I say DOWN with the Stock Market?
What’s UP or should I say DOWN with the Stock Market? In the past month, we have seen the market take big losses two different times. What does that mean?…
Read More →CASH IS TRASH
CASH IS TRASH Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from…
Read More →Stocks Outperform Other Investments
Stocks Outperform Other Investments Pros – This is true when you look at charts from the 1920s on. Cons – There have been significant long-term periods where even cash…
Read More →More than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…
Read More →INFORMATION = POWER AND SOPHISTICATION
INFORMATION = POWER AND SOPHISTICATION Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since…
Read More →More than Money (Part 1)
More than Money (Part 1) More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it…
Read More →A GOOD FUND = 5-STAR RATING
A GOOD FUND = 5-STAR RATING Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend…
Read More →We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL
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