Search Results

Showing 551 to 560 of 688 results for Protecting My Business

  • Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money

    While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.

  • 7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Candice Baker, CWS® SVP Wealth Team Lead

    As Senior Vice President, Wealth Team Lead, Candice provides fiduciary advice and administration for current and potential clients. She strives to develop long-term, meaningful relationships in an effort to provide comprehensive wealth solutions for her clients.

  • Eric Trousil, CFA® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

  • Q2 Equity Outlook: Equities Continue on Recovery Rally

    Let’s pause a moment to reflect on how far we’ve come over the last year in financial markets. A year ago, the COVID-19 virus was spreading across the globe, significant portions of the economy were shutting down and financial markets reacted with a precipitous decline to reflect the associated risks. Today we are solidly on the road to recovery.

  • 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.

  • Building a House? Three questions to ask lenders about construction loans.

    Johnson Financial Group's Andy Dongarra, VP Mortgage Field Manager, discusses the prospect of building your own home and minimizing challenges by asking questions of your lender up front.  You probably know to ask about interest rates and fees. But unless you’re already familiar with construction financing, you may not think to ask these three questions. 

  • Part I of II: The financial advisor’s role in “gray divorce”

    This is the first part of a two part series on gray divorce. The first part will focus on the financial advisor's role in the gray divorce.

  • 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.

  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.
Back to Top