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  • The Road Ahead for Stocks vs. Alternatives

    Goldman Sachs recently forecasted annualized returns of just 3% in its 10-year stock market forecast, leaving many investors wondering what that might mean for their portfolio. In this week’s investment commentary, Jonathan Henshue, CFA, CAIA discusses what might lie ahead for stocks and alternatives.

  • Maxwell Svarz Mortgage Loan Officer

    As Mortgage Loan Officer, Maxwell brings a relationship-first approach to home financing. He enjoys getting to know his clients on a deeper level to understand the full picture and what their life goals are, not just what they're trying to accomplish today, so he can determine the best possible loan solution for their unique situation. Maxwell follows an upfront and transparent approach from the beginning, ensuring his clients feel informed and confident throughout the entire lending process.

  • Take Advantage of Times Like These

    The vortex of uncertainty that includes inflation, interest rates, supply chain, global discord and retail profits have led to a gradual, broad reduction in stock prices. And that naturally has people concerned; they see their balance sheets down in value and, assume that its impact is also lessened. That assumption, while understandable, is typically incomplete and, more likely,  inaccurate.

  • How to Manage Your Debt

    Learning how to manage debt puts you in control of your finances and allows you more financial freedom – from saving for family vacations to investing in retirement. Here's how to best manage and pay off your debt.

  • 2024 Outlook: Equities

    Listen in as Ron Alberts and Jason Herried take you through a quick outlook for the first quarter of 2024.

  • 2022 Annual Report

    View Johnson Financial Group's 2022 annual report to learn more about how the company's financial performance, 2022 achievements and what to look forward to in 2023.

  • Preparing for 2020: Politics, the Economy and Your Business

    At a recent event at Milwaukee’s Harley-Davidson Museum, the Insurance Division at Johnson Financial Group hosted clients to hear how the current political landscape and election cycle could impact their businesses and the economy in 2020 and beyond.

  • 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.

  • The Cost of Lifestyle Creep: How It Can Derail Your Goals

    Learn how lifestyle creep can quietly derail your goals. Discover the warning signs and four practical steps to cut back on these creeping costs.

  • How Healthy Are Your Finances, Really? Our Free Financial Health Assessment Has the Answer.

    Take this finance assessment quiz to understand your financial health in under three minutes.

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