Search Results

Showing 251 to 260 of 954 results for Buying a Home

  • Afraid to Invest a Lump Sum? Why Time Horizon Matters More Than Timing

    Have a lump sum that you’re ready to invest? Portfolio Manager Brian Schaefer dives into the opportunities for investors in this scenario in this week’s Wealth Insights. 

  • Stocks Back to Breakeven and Why We Don’t Day (or Night) Trade

    As the old homage goes, “time in the market is more important than timing the market.” In this week’s Wealth Insights article, Drake Dorfner and Jason Herried explain how markets quickly price in new information—even during after-hours trading. We don't day (or night) trade, including during periods of heightened volatility.

  • Susan Baran, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

  • What Each Olympian Teaches Us About Planning and Behavioral Economics

    As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.

  • Construction & Lot Loans

    Building the home of your dreams is exciting. Just as a solid foundation is important to any well-constructed house, financing is critical to the construction process as a whole.

  • The Basics: Budgeting

    Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

  • Daniel Rolls Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

  • Don’t Just Do Something, Stand There

    CIO Dominic Ceci and Director of Wealth Strategy Joe Maier partnered together on this week’s Wealth Insights article on two psychological traps that cost investors ever year: Action bias and the illusion of control.

  • Claire Wordell Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.

  • How to Manage Your Debt

    Learning how to manage debt puts you in control of your finances and allows you more financial freedom – from saving for family vacations to investing in retirement. Here's how to best manage and pay off your debt.

Back to Top