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  • Successful Succession Part IV of VI: How To Maximize The Impact Of Business Transition

    This is the fourth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • 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. 

  • Unwrapping 2023’s Surprises

    Some surprises are better than others. From the Banking Crisis to the outperformance of the Magnificent7, VP Jonathan Henshue shares a few of the many surprises that investors navigated in 2023.

  • Risk, Reward, and Rory at the Masters

    Brian Schaefer shares that investing—much like golf—is a mental game. In this week’s Wealth Insights article, Brian reflects on the lessons investors can learn from last month’s Masters tournament including when to take risks and when to play it safe.

  • You Better Think… About Your Financial Legacy

    Aretha Franklin, John Denver and James Gandolfini all made one mistake—they did not have adequate estate planning documents in place at the time of their deaths. In this week’s Wealth Insights article, Elizbeth Pfeuffer shares how you can make sure that your estate plan protects your heirs and your legacy.

  • American Birkebeiner Legacy Lives on with Support from Johnson Bank and Johnson Family Foundation

    The history of the American Birkebeiner, North America's largest cross‐country ski race, dates back to 1973 and the support of Johnson Bank (Johnson Financial Group) and the Samuel C. Johnson family has been a cornerstone of the event since the earliest days. It is in that foundational spirit that Johnson Bank and the Johnson Family Foundation continue their support as they aid in preserving the legacy and history of this American treasure with a combined $50,000 donation, $25,000 each respectively, to the recently opened Tony Wise Museum of the American Birkebeiner.

  • Johnson Financial Group to move Milwaukee offices to Cathedral Place

    Johnson Financial Group plans to establish a new flagship office in Milwaukee in the space Husch Blackwell is vacating when it moves to the Huron Building. The Racine-based financial services firm signed a lease at Cathedral Place, 555 E. Wells St., and will consolidate its two downtown Milwaukee locations into one. Joel Lee’s Van Buren Management Inc. developed the building.

  • Options for Your Retirement Plan if Your Employer Is Acquired

    Mergers and acquisitions are an ever present reality in business. The headlines often focus on the financials of the business transaction, but the financial impact on individual employees can be just as important.

  • Invest Your Way

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

  • 2020 Annual Report: Making Connections

    2020 Annual Report: Making Connections

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