Search Results
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Notable Commercial Banking Leaders: Thomas Moore
As the commercial banking manager in the southeast Wisconsin region for Johnson Financial Group, Thomas Moore has played an instrumental role in the overall success of the regional team, said Kyle Vitkus, vice president of commercial banking.
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Business Leader of the Year: Karla Krehbiel
Discover more about Regional President Karla Krehbiel and the factors that have contributed to her success in both business and community service.
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Business Leader of the Year Helen Johnson-Leipold leads big parts of the Johnson family business
Ask Helen Johnson‐Leipold about success, and she is quick to steer the conversation toward the people who work at the businesses she leads
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Client question: “Are you scared about the market being up so much?”
In this week’s investment commentary, Kyle Tripp discusses that while earnings growth for the Magnificent Seven are projected to fall, earnings growth for the rest of the S&P 500 Index is expected to rise. The upshot is we're not too concerned about earnings as we look at current high valuations.
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IRAs
Whether your retirement is soon approaching or several years down the road, the advantages of an IRA can give you confidence as your prepare.
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4 Strategies to Lessen Taxes on Your Investment Gains
Taxes are on investors' minds this time of year. Discover 4 key strategies to lessen taxes on your investment gains. Set a tax budget, optimize asset location, choose tax-efficient investments, and use tax harvesting.
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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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How the Sausage is Made
Following recent changes in the market, Johnson Financial Group elected to increase our small company stock exposure in client accounts. For clients looking to learn more about “how the sausage gets made” and what lead to this change in strategy, Kyle Tripp explains more in this week’s investment commentary.
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How I Can Afford a Comfortable Retirement
Discover practical strategies, from healthcare to investing, for a comfortable retirement on this episode of Your Money. Your Mission.
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Stocks Post-Election
Kelsey Ellsworth shares her insights on the markets' excitement over potential big changes in Washington, suggesting it may be overdone. However, there are a few policy changes we are keeping an eye on. Learn more here.