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Investing for All Seasons
Home Blog Listing
An Earth Day reflection and an everyday celebration
Posted on April 22, 2025 in General, Recent NewsAfter a challenging start to my day, I walked to work this morning. It isn’t a long walk, but it is a refreshing one. As I breathed in the fresh spring air, I exhaled a lot of the morning’s frustrations. It occurred to me that what we give to the earth, we get back exponentially. My decision to leave my car at home tod… | Read More »
Five financial tips for NFL draftees…and you!
The process has changed dramatically since NFL Hall of Famer Herb Adderley, a first-round pick, found out he had been drafted in 1961. The 21-year-old cornerback negotiated his contract alone and signed it on the hood of a car in an unfamiliar parking lot. “I was talking with (Packer assistant coach) Bill Austin and, w… | Read More »
A friendly warning about really good deals
Posted on March 4, 2025 in General, Recent NewsA friend of mine announced that she and her family were wrapping up the settlement of her uncle’s estate. A cheerful consumer, he had amassed an impressive collection of cars and recreational vehicles during his lifetime. The family wanted to sell as many of these items as they could before they put his house on the ma… | 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 spring 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