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  • 2023 Fourth Quarter Economic & Market Outlook

    During our fourth quarter 2023 market outlook, our key speakers delved into the topics of interest rates, inflation, their influence on various asset classes, and provided valuable insights on portfolio adjustments for investors in light of these developments.

  • Johnson Financial Group: Expands Presence in Madison New West Towne Location

    Johnson Financial Group is hosting a construction renovation event as they announce expansion plans in Madison with the opening of their new full-service West Towne office, located at 448 S Gammon Road.

  • When a Parent Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a parent experiencing cognitive decline. Johnson Financial Group's Kelly Mould provides insight on how the role of healthcare and finance power of attorney documents play in achieving peace of mind. 

  • Johnson Financial Group donates $500,000 to United Way organizations across Wisconsin

    Johnson Financial Group announced today their plan to donate $500,000 to United Way partner organizations across Wisconsin. This gift of $500,000 will be in addition to the dollar-for-dollar company match Johnson Financial Group honors for all associate pledges. Matching funds are allocated to local chapters of United Way within Wisconsin.

  • Building Service Inc.

    Discover how BSI CEO Jim Kuehn partnered with Johnson Financial Group to launch a new business venture. Watch his first-hand testimonial on flexibility, trust and what it means to have a bank that believes in your plan.

  • Joe Guerin, CFA® VP Wealth Portfolio Manager

    As Vice President, Wealth Portfolio Manager, Joe works as part of the Institutional team and is responsible for building customized portfolio strategies for institutional clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Joe also serves as Portfolio Manager for our Retirement Plan Services team and leads the Retirement Plan Services Strategy group, driving best practices, identifying innovative investment solutions and enhancing retirement outcomes.

  • Expanding Your Business

    You need a strategic financial partner in your corner as you look to execute on your long-term growth plan.

  • Johnson Financial Group Announces Plans to Acquire The Appleton Group

    Johnson Financial Group announced they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.

  • United Airlines

    Whether you are a legacy United or Continental pilot, we have experience working with both retirement benefits packages so we can create a customized financial and retirement plan.

  • Social Security: What You Need to Know for Retirement

    Learn how Social Security fits into your retirement plan with insights from Samantha Guthrie, LPL Financial Advisor and Marcia Banike.

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