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Showing 461 to 470 of 531 results for Planning

  • There’s More to Business Than Money: Values-Based Goals

    Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals that guide why and how they do business. But many of those same owners don’t apply an appropriate amount of weight to values-based goals until it’s too late to achieve them.

  • Mike Fitzpatrick SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Mike is responsible for establishing Johnson Bank’s first commercial real estate production office in the Twin Cities market. He specializes in providing middle market clients with construction, bridge and term loans for properties including multi-family, retail, industrial, office, as well as hospitality.

  • Nick Lemke VP Commercial Real Estate

    As Vice President, Commercial Real Estate, Nick focuses on serving clients by growing and developing commercial real estate opportunities. He enjoys getting to know customers personally and seeks to develop relationships deeper than just business.

  • 7 Money Management Tips for Your First Job

    Learn how to effectively manage your money from day one of your first job. From budgeting to saving and investing, these essential tips set you up for long-term financial success.

  • 8 Holiday Shopping Safety Tips to Help You Avoid Scams

    Avoid scams by following these shopping safety tips for the holidays.

  • Bonds Still a Good Bet

    After 2025’s rate cuts caused cash yields to fall, investors have more incentive to move out of cash and take advantage of higher intermediate-term and long-term fixed income yields. In this week’s Wealth Insights, PM Brian Schaefer shares why bonds are still a good bet.

  • 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.

  • 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.”

  • Planning For the Birds (Snowbirds That Is)

    Is AI coming for your job? CIO Dominic Ceci, CFA fielded questions about AI at a recent client event. This week’s Wealth Insights captures his answers about AI and jobs.

  • Tax Prep Simplified: Your Stress-Free Checklist for Tax Season

    Discover how to prepare for taxes with our comprehensive checklist. Stay organized and stress-free this tax season with our guide.

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