Search Results
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Thoughts for business executives on return-to-office technology
As chief information officer at Johnson Financial Group, it’s my job to make sure our team members have the technology they need to serve our customers. Like many of you, we’ve given a great deal of attention to how to do that best throughout the pandemic. The other big need is to take stock and plan for return-to-office scenarios. In this article, I’ll share three basic principles we are embracing at Johnson Financial Group. You may find them helpful for your business as well.
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Thoughts for business executives on future-proofing a business
Tim Brown, chief information officer at Johnson Financial Group, discusses "future-proofing" a business - though that may not mean quite what you'd expect.
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How Big A Gamble Is Monte Carlo For Advisors?
Johnson Financial Group's Joe Maier, Director of Wealth Strategy gives his insights about the popular Monte Carlo simulations and what it means for the future.
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The Road Ahead for Stocks vs. Alternatives
Goldman Sachs recently forecasted annualized returns of just 3% in its 10-year stock market forecast, leaving many investors wondering what that might mean for their portfolio. In this week’s investment commentary, Jonathan Henshue, CFA, CAIA discusses what might lie ahead for stocks and alternatives.
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In Volatile Markets, “Do not mistake activity for achievement”
It’s been two years since the early pandemic crashed the market. Despite a strong recovery, many investors may feel emotionally worn out. Now we are faced with the geopolitical stress of the Russia-Ukraine war and the accompanying market volatility—layered on top of uncertainties already in place, such as inflation and job growth. An investor with frayed nerves could be forgiven for wanting to “do something.”
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Dominic Ceci: Three Preelection Topics for Wisconsin Investors
Learn more as Johnson Financial Group's CIO Dominic Ceci shares why focusing on long-term goals and trends is crucial during election time.
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A+ Financial Tips for Back-to-School Season
Save on back-to-school shopping with advisor-tested savings tips, organized by elementary, middle, high school and college grade levels.
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Intern Takeover: Money and Career Advice for College Students
In this episode, three Johnson Financial Group interns join CEO Jim Popp to talk career advice, financial planning and why human connection still wins in an AI world.
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Education & Guidance
Smart advice and inspirational ideas from experts to help you plan the big decisions for your business.
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Jennifer Mistretta VP Private Client Services Relationship Manager
As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions.