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  • The Psychology of Investing

    Portfolio Manager Brian Schaefer discusses some of the lessons we can take from the field of Behavioral Finance when it comes to working with clients to determine the right Investment Strategy for them.

  • Tax Prep Simplified: Your Stress-Free Checklist for Tax Season

    Discover how to prepare for taxes with our comprehensive checklist. Stay organized and stress-free this tax season with our guide.

  • 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.

  • Start the Conversation - Protecting Your Child's Privacy Online

    As children and teens spend more time using technology and online platforms, creating a safe experience becomes critical. Parents can help create a safe online experience for their children by teaching necessary precautions for social media sites, games and apps. If your child becomes a victim of fraud, understand the steps you can take to ensure the integrity of their personal and financial information.

  • The US Dollar and Why International Stocks are Outperforming YTD

    In this week’s Wealth Insights, JFG’s Drake Dorfner answers a new question that investors nationwide are suddenly asking: “Why are international stocks doing so much better than US equities?”

  • American Jobs Plan: Potential Implications for You and Your Business

    Johnson Financial Group’s Melissa Olson and Kelly Mould joined a recent episode of the GoGedders podcast to share their thoughts on how to strengthen your financial picture, decrease your financial stress, and avoid financial pit-falls through different life stages. To learn more about how you can get on the right track to financial freedom, listen to their interview below.

  • AI – Feed me Seymour

    CIO Dominic Ceci, CFA discusses investors’ increasing focus on secondary beneficiaries of the AI boom. AI is a hungry beast—which is why investors are looking at Utilities and the likes of OpenAI’s Sam Altman are eyeing nuclear-focused companies. And it isn’t just power—water is a big need, too; one data center in Iowa uses more than 20% of the town’s water.

  • Stocks Post-Election

    Kelsey Ellsworth shares her insights on the markets' excitement over potential big changes in Washington, suggesting it may be overdone. However, there are a few policy changes we are keeping an eye on. Learn more here.

  • Lifetime Gifting Strategy Part I: The Math of Lifetime Giving

    In the first half of a two-part series, Joe Maier, JD covers the “head” side of giving with the “heart” side yet to come. Something to ponder: If you have about 30 years’ life expectancy, giving now could make the tax-adjusted value of your gift 8x larger then waiting to give through your estate.

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