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  • Investment Process: Going Beyond the Regulations in Retirement Plan Strategy

    When discussing retirement plans, people often gravitate first toward investment selection. It's a common misconception that this area is mostly about picking high-performing funds. It’s actually about a process—one that needs strategic, ongoing management.

  • 2021 Annual Report

    Fortunately, despite the challenges that came our way, with clients like you and the resilience of our associates, we experienced another very strong year. We can’t thank you enough for the trust and confidence you place in JFG and our associates to help you make some of the most complex and important decisions for you, your family and your business.

  • 2025 Economic Update: What You Need to Know

    In this episode, we explore the 2025 economic outlook with Dale Kooyenga and Dominic Ceci, discussing trends like the rise of Wisconsin’s Southeast Corridor, labor shortages, housing, infrastructure and the Midwest's growing appeal for investment.

  • 2024 Economic Insights: Perspectives from our New CIO

    Curious how to navigate the potentially volatile financial markets during an election year? Find out as host Kelly Mould is joined by Johnson Financial Group’s CEO Jim Popp and newly appointed CIO, Dominic Ceci.

  • The Great Wealth Transfer Is Coming: Are You Ready?

    Learn how to prepare for The Great Wealth Transfer, estimated to be as high as $80 trillion, on this episode of the Your Money. Your Mission. podcast.

  • Demystifying Private Banking: What You Need to Know

    In this episode of Your Money. Your Mission., Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service.

  • Strategy in a New Tax Era Navigating the One Big Beautiful Bill

    Discover how recent legislation impacts your financial plan and investments. Chief Investment Officer Dominic Ceci, Director of Wealth Strategy Joe Maier, and SVP Wealth Fiduciary Advisor Kelly Mould discuss the implications and share guidance for navigating today's dynamic market.

  • Spring Cleaning: Three Financial Planning To-Do Items

    Spring cleaning isn’t just about clearing out the garage—it can also be the time when you make sure that your “not urgent, but important” financial checklist is completed. Joe Maier, JD shares in this week’s Wealth Insights article the three financial and estate planning to-dos that you should consider checking off your list this spring.

  • Institutional Wealth

    From secure online banking to investment advice and portfolio management, institutional services can provide personalized solutions tailored to the needs of businesses and individuals.

  • Part III of IV: Financial Planning for Women

    This is part three of our four-part series on financial planning for women. In this article, we focus on how to take ownership of your retirement plan.

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