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Showing 861 to 870 of 960 results for Planning for Retirement

  • Mary Margaret Pintarro Senior Relationship Banker

    As a Senior Relationship Banker, Mary provides guidance to consumer and business clients, offering a comprehensive range of financial services including deposits, loans and more. With a warm and welcoming demeanor, she ensures every client interaction begins with a smile. Mary's approach is characterized by her coachable, collaborative and adaptable nature, allowing her to effectively understand and address clients' unique needs. She takes an active role in assisting clients in achieving their financial goals, consistently bringing her best self to every interaction.

  • Brian Thurman VP Consumer Banking Regional Manager

    As Vice President, Consumer Banking Regional Manager, Brian is dedicated to leading teams of knowledgeable professionals in the greater Milwaukee area. With a strong commitment to providing clients with an exceptional experience, Brian and his team strive to help individuals achieve their financial dreams. By leveraging the expertise of various bank and wealth specialists, the team ensures clients receive comprehensive and personalized financial guidance. Brian is also passionate about mentoring and developing his team. He believes in fostering a culture of growth and continuous learning, empowering his team members to reach their full potential.

  • “Always something exciting, always something damaged”— Q&A on alternative investment opportunities

    In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA answers your questions about alternative investments, including what the risk-return gap is, how big the alts space has grown over the last years or which asset class he finds personally interesting right now.

  • Alternatives Focus: Reinsurance Securities Now in the Mix

    In late June, our Wealth team introduced reinsurance securities as a new strategy for clients with alternative investments. This week, Jonathan Henshue, CFA, CAIA, explains the benefits of this strategy in our investment commentary.

  • 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.

  • Fed’s Warsh Era Begins with Hawkish Tone

    A hawkish start from Fed Chair Kevin Warsh signals a focus on inflation and independence. We’re watching closely and staying ready for what comes next. Read Portfolio Manager Brian Schaefer’s latest insights in this week’s article.

  • Creating a Budget

    A personal budget is a simple step you can take today to put you on the right path to achieving your financial goals.

  • What would cause markets to react after Fed meeting

    The bond market may get a boost after the Jan. 29‐30 Federal Open Market Committee meeting, according to observers who expect the panel to provide further signals of a pause in rate increases and a softening of its stance on balance sheet normalization.

  • Transportation

    Transportation companies like yours face unique challenges like rising fuel costs, employee shortage and retention issues, credit risks and specialized regulations. We can help.

  • Reinsurance Rates Jump on Jan. 1, With Property Prices Up an Average 50%

    Learn more about why reinsurance rates jumped on Jan 1, with property prices up an average 50%.

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