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Showing 541 to 550 of 596 results for Succession Planning

  • 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.

  • Optimists Win Again

    “Save like a Pessimist, Invest Like an Optimist” has proven correct time and again in the first half of 2025. This week’s Wealth Insights covers what that markets have overcome and the reasons to stay optimistic:

  • The Noise: Investing Amidst Uncertainty

    In this week’s Wealth Insights article, CIO Dominic Ceci, CFA shares in a time of constant noise, the most prudent thing to do is to “Let your principles and goals be the rock, unmoved by the crashing waves of endless noise.”

  • 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.

  • Equities Positioned for Most Likely Scenarios

    In this week’s investment commentary, VP Wealth Portfolio Manager Kelsey Ellsworth, CFA outlines JFG’s equity positioning—balanced between growth and value (which implies underweight the Mag 7) and overweight large-cap stocks. The investment committee’s sees mild recession and soft landing as the most likely scenarios.

  • Optimizing Cash Flow Through Payment Solutions

    It is amazing what technology has done for businesses of all sizes. Automation for efficiency, accuracy and timeliness can take repetitive work out of your accounting team’s hands and provide the control business finance managers require. Payment systems from credit card processing, purchasing card programs, and other payment services can be integrated into most ERP and accounting software systems. Let’s take a look at what is happening in payments.

  • Unwrapping What Matters: Aligning Holiday Spending with Your Values

    Holiday spending is top of mind for most this December, but CIO Dominic Ceci shares that before you click the “Buy Now” button, you might want to think about how you spend money to create meaning, memories, and a legacy that lasts. Read more in this week’s Wealth Insights.

  • Financial Solutions for Lawyers

    Your profession demands a lot. While you've worked hard to build your career and maintain your wealth, you have special financial needs to consider. Be confident in your financial future with a team of experienced professionals on your side.

  • How to Get the Best Deal on a New Home in Milwaukee

    At the onset of the pandemic, many business owners, including Werner, had more questions than answers. Like many other businesses, Carpet Town shut its doors. But it was unknown at the time how long the closure would last. If the business reopened, what would the day-to-day operation look like? If Carpet Town was not approved for a PPP loan, what would happen to the business, its employees and their families?

  • Invest Your Way

    Helping you make the most of your money and your life with a variety of investment solutions.

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