Search Results
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Six Tips for Developing a Business Plan for Uncertain Financial Times
Lawyers should have a business plan and contingency financing in place to weather uncertain financial times that cannot be addressed with conventional strategic planning. State Bar of Wisconsin Law Practice Assistance Manager Christopher C. Shattuck and Courtney Searles, senior vice president and private banking regional manager for Johnson Financial Group, discuss best practices for business planning.
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“Always something exciting, always something damaged”— Q&A on alternative investment opportunities
In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA answers your questions about alternative investments, including what the risk-return gap is, how big the alts space has grown over the last years or which asset class he finds personally interesting right now.
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Casting a Path to Prosperity: Successful Fishing and Financial Management Strategies
Wealth management and lake fishing have more in common than you’d think. Explore the connections between the strategies employed by professional anglers and experienced financial advisors, and how these approaches can guide you towards a meaningful life.
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Johnson Financials' Ceci: The Longer Uncertainty Lasts, the Deeper a Recession Gets
Listen in as CIO Dominic Ceci speaks on the Money Life podcast about todays economy.
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Mortgage Rates Ease for the First Time in a Month
Learn more about the current mortgage rate landscape as Don Roberts, VP Mortgage Field Manager as he shares his insights in Yahoo! Finance.
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When the Inheritance is Junk to Heirs, Advisors Need a Plan
Learn from Director of Wealth Strategy Joe Maier how to create an estate plan that truly reflects what matters to your family when it comes to your valuables.
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Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money
While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.
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Your Financial Fresh Start: A Strategic Guide to 2026 Success
Stop running your finances on autopilot. 2026 is your fresh start — time to reset, refocus and build a strategy that actually works.
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Equity Update: Policy Uncertainty and a Chance to Play Offense
Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.
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Executive Q&A: Jim Popp takes the helm at Johnson Financial Group
James R. Popp has a new office at the headquarters of Johnson Financial Group in Racine, but don't expect to find him there every workday.