If you are an investor with a meaningful amount of your savings in pre-tax retirement accounts (either employer plans like 401ks or Individual Retirement Accounts (IRAs)), you have some to-do’s to consider as you near retirement (which were imbedded in a question I received from a client this week) The reason for this stems from […]

A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

It’s severe weather season in Wisconsin. Earlier this week, we had a major thunderstorm roll through in the late afternoon. The storm clouds encompassed the sky, blocked out all the light, caused quite a bit of worry, and left some damage in their wake (fortunately, most areas weren’t as hard hit as had been anticipated). […]