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  • The Power of Narratives to Drive the Market

    From the 2024 presidential election to the Taylor Swift Economy, CIO Dominic Ceci, CFA shares the current narratives that may continue to drive discussions and behaviors throughout 2024.

  • Part III of IV: Financial Planning for Women

    This is part three of our four-part series on financial planning for women. In this article, we focus on how to take ownership of your retirement plan.

  • Confidence Booster

    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.

  • End of Year Financial Considerations

    The end of the year is the perfect opportunity to dot your I’s and cross your T’s when it comes to your financial hygiene. Whether it’s remembering to take your required minimum distribution or finalizing your charitable giving for the year, here are a few things to consider. 

  • Best Practices for Hauling Construction Equipment

    Hauling heavy equipment between job sites is a common task in the construction industry. Yet, when equipment is not properly secured, serious accidents can occur during transportation, potentially resulting in destroyed equipment, damaged vehicles, traffic fines and injuries (or even fatalities) among employees or other motorists on the road. Considering these consequences, it’s critical to prioritize effective load securement practices.

  • The Next Normal: JFG's 2024 Fixed Income Outlook

    Johnson Financial Group's Brian Schaefer writes "Today’s yields have fixed-income investors excited once again," improved returns represent a significant transition for investors, who are looking to achieve higher returns with less risk.

  • Webinar: Midyear Market Outlook

    With the financial markets capturing daily headlines, it is easy to become overwhelmed and nervous about the state of the economy. To help clients make sense of it all, we recently hosted a discussion with two industry specialists, Brian Andrew of Johnson Financial Group and Quincy Krosby from LPL Research. Brian and Quincy discussed the markets and global economy—and the opportunities and challenges that may lie ahead.

  • Webinar: Cybersecurity Made Simple

    From smart phones to digital personal assistants, we are connected now more than ever. Many of our smart devices, including phones, TVs and even appliances are connected to Wi-Fi, enabling us to access our information anywhere with just a few clicks. While these connections offer many conveniences, they can also introduce additional cyber threats to our day-to-day activities and personal information.

  • Social Security: The When, Why and How

    As an airline pilot, there are many things to consider as you near retirement, including Social Security. In a recent presentation, Johnson Financial Group’s Graham Kessel provides an overview of when you may want to turn on your Social Security benefits, including if it makes sense to defer. Graham also provides several examples of spousal benefits strategies and how they may impact your family.

  • Notable Commercial Banking Leaders: Thomas Moore

    As the commercial banking manager in the southeast Wisconsin region for Johnson Financial Group, Thomas Moore has played an instrumental role in the overall success of the regional team, said Kyle Vitkus, vice president of commercial banking.

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