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Three Minute Trend Talk™

View recent financial insights from Mark Scheffler, SVP Senior Wealth Advisor.

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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.

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The Fed's Big Problem

April 22nd, 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.

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The Tax Man Cometh

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

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

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.

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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!