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Showing 441 to 450 of 960 results for Planning for Retirement

  • Mortgage Pre-Approval: Everything You Need to Know

    Obtaining a mortgage-preapproval is crucial for prospective homebuyers. Learn the four simple steps of the mortgage pre-approval process, along with answers to your homebuying questions.

  • 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.

  • 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.

  • 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.

  • Four Approaches to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.

  • 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. 

  • Certificates of Deposits (CDs)

    When you want a higher than average interest rate, a set rate of return and assurance that your funds are insured, use a CD for your savings and retirement goals.

  • A New Year's Resolution

    One of our client's spouse spent the better part of 20 years—maybe even more—trying to convince her husband to get their estate plan in order.

  • 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.

  • Equity Update: Policy Uncertainty and a Chance to Play Offense

    Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.

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