Showing 481 to 490 of 555 results for Planning

  • 8 Everyday Savings Tools That Put Your Money to Work

    The easiest way to build wealth over time? Following these everyday savings strategies that help you achieve your short- and long-term financial goals. 

  • Nick Lemke SVP Commercial Real Estate

    As Senior 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.
  • 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.
  • Why We Invest in Alternatives

    “Why should I invest in alternatives?” In this week’s Wealth Insights, Director of Alternative Strategies Jonathan Henshue, CFA, CAIA explains why JFG incorporates alternative investments into client portfolios and how they can help investors pursue growth, generate income and diversify beyond traditional assets.

  • 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.

  • 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.”

  • 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.

  • To spend or to save? Strategies for using your tax refund or economic impact payment

    The recent pandemic emphasizes the importance of working with a financial professional who can help you assess your unique situation and build a plan so you can be confident in your financial future.

  • Green Bay Prepares for the 2025 NFL Draft: A Boost for Local and State Economies

    Investment Analyst Drake Dorfner writes how the NFL Draft—scheduled for next week in Green Bay—isn’t just something for football fans to be excited about… it’s likely to be a boom to the Green Bay and state economy as well!

  • Don’t try to avoid all emotions. Lean into the right ones.

    You have probably seen articles in the financial press recently about the danger of making “emotional” decisions during the current economic crisis. This theme crops up anytime we have a period of economic uncertainty, as writers weigh in on how investors can avoid making decisions that run contrary to their long-term best interests.

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