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Benjamin Sanchez AVP Branch Manager
As Assistant Vice President Branch Manager, Benjamin Sanchez oversees the West Milwaukee branch, where he and the team assist clients with their financial needs and provide financial services to local organizations and businesses to support their operations. Benjamin takes an interactive approach, delivering top-tier customer service and sharing his financial knowledge to help clients achieve their financial goals. With his effective communication skills, Benjamin provides solutions to both English- and Spanish-speaking clients and has dedicated over 20 years to serving the Hispanic community.
The US Dollar and Why International Stocks are Outperforming YTD

In this week’s Wealth Insights, JFG’s Drake Dorfner answers a new question that investors nationwide are suddenly asking: “Why are international stocks doing so much better than US equities?”
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.
How to Maximize Credit Card Rewards So They Work for You

Learn how to maximize credit card rewards from choosing the right card to smart savings strategies to boost your rewards.
Saving Strategies in Your Final Approach to Retirement

Being aggressive with your savings as you approach retirement is one of the most effective ways to catch up or compensate for times when you weren't able to save as much as you would have liked to.
Part II of IV: Financial Planning for Women

This is part two of our four-part series on financial planning for women. In this article, we focus on how to deal with retirement planning and savings.
Tax Implications of Your Financial Planning Strategy

When it comes to financial planning, there’s a lot to consider. Here are some tax implications you should keep in mind when creating and revising your financial plan. 
Finding Your “Why” In Retirement (and How to Pay for It)

Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.
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!
Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.