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  • Eric Bernal SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • Dan Cibula, AIF® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Dan draws on more than 20 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future income needs. He also ensures clients are kept well informed of their evolving financial status.

  • What ‘Don’t Fight the Fed’ Means Right Now

    SVP Wealth Portfolio Manager Kyle Tripp discusses how based on historical data, it’s likely that the Fed’s projected rate cut may stimulate the economy and push asset prices in a positive direction.

  • What You're Feeling Is Normal, Biological and Curable: Loss Aversion, Regret Aversion and Herd Mentality

    It is hard to remember any time comparable to the last couple of weeks. We are faced with multiple types of fear: fear of the unknown (both medical and economic); fear for our loved ones, our lives and our lifestyle; fear of bad math and fear of scary math. This article will cover what it will cover are those fears our brains create that could have a detrimental impact on our economic future.

  • The SECURE Act is official. Do you know how it may impact your company’s retirement plan and employees?

    On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law as part of the 2019 spending bill. The Act contains many provisions affecting both qualified retirement plans and Individual Retirement Accounts (IRAs). Some of these provisions are complex changes that will require additional guidance and interpretation.

  • Caring for the Elderly: Proactive Planning for Families

    Proactive caring for the elderly is essential to ensure the well-being and comfort of aging loved ones. Discover the key items families should consider for elder care.

  • Bob Leibham, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Bob draws on 25 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future financial needs. He also ensures clients are kept well-informed of their evolving financial status. Knowing clients’ goals change, along with the investment environment, Bob strives to keep investment portfolios efficient and his clients financially comfortable.

  • Scott J. Gregory, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Scott uses his diverse experience and background to connect with his clients and identify their individual needs. He will work hard to help clients towards their financial goals through a conservative and disciplined strategy.

  • Keeping a Balanced Perspective Amid AI Hype

    This week's investment commentary delves into the impact of the AI boom on markets in 2024, highlighting the need for caution and a balanced portfolio despite the media and stock market buzz surrounding the startling capabilities of AI.

  • 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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