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Showing 211 to 220 of 301 results for Succession

  • Plan Design: Going Beyond the Regulations in Retirement Plan Strategy

    Plan design is the architectural blueprint of a retirement plan, determining its functionality and effectiveness. You may already know you want a Safe Harbor plan. That’s a great start … but it’s only a start. Learn more about plan design.

  • Action Bias Amid Market Uncertainty

    John Wooden coached men’s basketball at UCLA for 29 years. During that time, his teams won 10 national championships. Wooden is considered one of the greatest coaches of all time—in any sport. His coaching style and leadership methods are studied both inside and outside the world of sports. His most famous quote is one that all investors should take to heart: “Do not mistake activity for achievement.”

  • Financial Advisors Have Feelings Too

    In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

  • Why is no one talking about financial courage?

    Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning. 

  • “Do I Need a Will?” Wrong Question.

    “Do you need a will?” Wrong questions! Joe Maier, JD addresses the question he is most commonly asked at cocktail parties as an estate planning attorney in this week’s Wealth Insights article.

  • Monte Carlo: A Measure, Not a Goal

    One of the tools advisors use to help clients navigate the complex territory of financial planning is Monte Carlo simulations. This widely used method calculates a probability score that suggests how well your financial plan will stand up to varying market conditions. The critical question is what does a high Monte Carlo score mean?

  • Protecting and Enhancing Your Plan

    The investment markets are a collection of millions of individual and institutional investors, each with a particular set of goals and objectives. So while history shows that markets rise in the long term, we also know that many people react irrationally during periods of uncertainty in the short term.

  • What Is a Financial Plan?

    Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.

  • Nick Lemke SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Nick focuses on serving clients by growing and developing commercial real estate opportunities. He enjoys getting to know customers personally and seeks to develop relationships deeper than just business.

  • Three Pictures About Investment Risk

    In this week’s investment commentary, CIO Dominic Ceci, CFA shares three takes on risk: how investment risk relates to your financial goals; why “headline risk” isn’t useful to investment policy; and why bonds’ diversification benefits are once again strong.

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