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Breathe through your investment strategy
Posted on August 11, 2025 in General, Investment ManagementThe older I get the more I understand how important it is to pay attention to my breath when I exercise. Of course we all have to breathe to stay alive, but how and when we take those breaths can really make a difference in the effectiveness of our workout. A good deep breath can optimize our oxygen intake, stabilize o… | Read More »
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 »
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.
To attend one of our fall class selections, which we are hosting both virtually and in person, please click on the link below:
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.
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