Three Minute Trend Talk™

One Simple Question

August 21, 2024 

I’m going to break from my typical Three Minute Trend Talk format just this once, because I have an important question to ask you. It’s a question that I’ve asked most of my clients over my more than 20 years as an investment fiduciary, and here it is: “When markets turn, how much of your portfolio would you like for us to automatically adjust to reflect the current market environment?”

It’s simply a powerful question, and at the same time a powerfully simple question.

Recessions: The Bad, the Ugly and the Good

August 13, 2024

Welcome to this Three Minute Talk™ for Monday, August 12, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. Several key data points over the past week have raised the prospect that the U.S. economy may be slipping into a recession. The data continues to trend lower, it could lead to the first true economic recession tied to the business cycle since 2008 and I’ll share some important context including how we’re positioned right now.

Second Quarter Update

July 12, 2024

Prior to merging into Johnson Wealth last year our team already offered a robust suite of services for private clients, most notably the flexible and hybrid strategies that we’ve become most known for. But now there’s a lot under the hood that we want you to know about, including estate planning guidance, insurance coverage calculations, tax planning, social security optimization, retirement distribution planning, and household budgeting services. And we of course now offer a full range of banking, lending, cash management, and trust and estate settlement services as well.

Let’s Talk Innovation

June 20, 2024

There are three main things that drive investment markets: demographics, stimulus (also known as debt), and innovation. But the markets are being driven largely by innovation right now and it’s showing up in one primary form: artificial intelligence.

The Fed's Big Problem

April 22, 2024

Just recently, inflation has unexpectedly begun to heat back up, and as a result nearly all investment assets have once again started to turn lower, some strongly and some only modestly. The direction of rates is one of the powerful forces in our system, and it’s worth paying attention to. We do, every day, and I for one think that the Fed may have a big problem on its hands.

The Tax Man Cometh

April 2, 2024 

Just a quick check-in today ahead of the mid-April tax filing deadline in a couple of weeks and to let you know that we’re here to help! As much as we all hate to think about it, it’s important to remember that there’s at least one silent partner in your investment accounts, and sometimes two. I’m talking about Uncle Sam and sometimes your particular State’s Department of Revenue.

Inflation Inflation

February 26, 2024

In case you’re in a hurry, here are three things to know right now: First, the recent hotter-than-expected read on inflation sent a one-day ripple through the markets as fears are growing that the Fed might have to hold rates higher for longer than expected. Second, money market yields continue to hold at annual rates just a tick above 5.00%. That’s healthy and is an attractive alternative to expected returns on some parts of the equity markets that carry a lot more inherent risk. Lastly, there are a lot of choices you can make while crafting your personal financial plan. But I want to pose to you what I think is the most important question to ask.

2023 Recap

February 13, 2024

Well, 2023 is officially in the books, and you know what? It was a solid year for our clients as a more cooperative market environment helped to produce measurable progress toward both investment and financial goals.

Discovering Corporate Trustees

December 13, 2023

For the overwhelming majority of our clients, the issue of estate planning is critical. Whether it’s a simple will or a more complex trust, the wealth you’ve accumulated needs to be well-tended and well-managed, and at some point in the distant future needs to be distributed at the end of your life. The reality is that none of us will live forever; but what if in a meaningful way you could? What if your life’s work and the wealth you’ve accumulated could in a very real way provide support for the people and issues that matter most to you? It absolutely can, and the way that you can accomplish this is by working with an attorney and choosing to work with a corporate trustee.

We’re joined today by Anita Resch, Senior VP of Wealth with Johnson Financial Group in Green Bay. Anita, welcome to our podcast!