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  • Keeping a Balanced Perspective Amid AI Hype

    This week's investment commentary delves into the impact of the AI boom on markets in 2024, highlighting the need for caution and a balanced portfolio despite the media and stock market buzz surrounding the startling capabilities of AI.

  • Bringing a Personal Touch to Digital Banking

    Johnson Financial Group's CEO Jim Popp, discusses the importance of providing customers with a personal touch while navigating the complex and rapidly evolving financial services landscape.

  • When Corporate Bonds Are a Risky Investment

    Bond Buyers are told to stay in the shallower end of the yield curve to avoid unnecessary duration risk in a low interest‐rate environment.

  • AI: A New Mom’s Best Friend

    Kelsey Ellsworth, CFA shares in Advisor Perspectives how becoming a mother was the biggest news of the year, but for markets, AI has been the topic that has dominated many investors’ thoughts. Learn more as Kelsey dives into what might be ahead for AI in the investment world.

  • Why One 69-year-old Woman Initiated a 'Gray Divorce'

    Mary, 69, initiated a 'gray divorce' due to growing political differences with her husband. Despite financial risks and social stigma, she prioritized her happiness. Now separated, she faces decisions about asset division and future living arrangements while rediscovering her passion for writing. Read her inspiring story.

  • A Parent's Playbook for Raising Financially Fit Kids

    Teaching kids about money starts long before their first paycheck. Learn more as Nicole Farbo shares practical ways to build healthy financial habits and confidence at every stage of childhood.

  • Q&A: Young adults, financial literacy and credit cards

    Susan and Julie recently led conversations with incoming freshmen at a local college. Credit cards were a hot topic. This Q&A addresses questions that regularly arise in conversation with young adults.

  • Foundations of a Financial Plan

    Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

  • Bonds Still a Good Bet

    After 2025’s rate cuts caused cash yields to fall, investors have more incentive to move out of cash and take advantage of higher intermediate-term and long-term fixed income yields. In this week’s Wealth Insights, PM Brian Schaefer shares why bonds are still a good bet.

  • AI: A New Mom’s Best Friend

    For PM Kelsey Ellsworth, CFA, becoming a mother was the biggest news of the year, but for markets, AI has been the topic that has dominated many investors’ thoughts. In this week’s Wealth Insights, Kelsey dives into what might be ahead for AI in the investment world.

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