Search Results

• Cash Strategies: Safeguard Your Wealth & Maximize Returns

  In this episode of Your Money. Your Mission., financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies.

• Wealth and Wellness: The Intersection of Finances and Lifestyle

  Discover how financial health can impact your overall wellness with insights from Pam Stubler and Bri Stubler.

• Demystifying Private Banking: What You Need to Know

  Learn how private banking delivers personalized financial solutions and local expertise with insights from Jackie Ruppel, SVP of Private Banking at Johnson Financial Group.

• Q&A: Young adults, financial literacy and credit cards

  Susan and Julie recently led conversations with incoming freshmen at a local college. Credit cards were a hot topic. This Q&A addresses questions that regularly arise in conversation with young adults.

• Client question: “Are you scared about the market being up so much?”

  In this week’s investment commentary, Kyle Tripp discusses that while earnings growth for the Magnificent Seven are projected to fall, earnings growth for the rest of the S&P 500 Index is expected to rise. The upshot is we're not too concerned about earnings as we look at current high valuations.

• Making A List and Checking It Twice

  Santa isn’t the only one who makes a list and checks it twice… SVP Wealth PM Kyle Tripp shares some thoughts on the topics that you should put on your financial planning to-do list before the start of 2026 in this week’s Wealth Insights. 

• Participant Support: Going Beyond the Regulations in Retirement Plan Strategy

  Discover how supporting employees through their financial journeys, especially with retirement planning, can alleviate widespread financial stress, boost workplace productivity, and position your company as a top employer.

• Here We Go Again: What to Gather Before You File

  As Tax Day approaches, JFG Wealth Advisor Michael Miller shares what information and documents to gather before you file so that you can make the filing process smoother and more predictable.  

• Video: When a Loved One Experiences Cognitive Decline

  It's challenging, yet important to plan and prepare for a loved one experiencing cognitive decline. Pam Stubler and Kelly Mould offer valuable insights and resources that can help you understand where to begin.

• Busting Three Popular Succession Planning Myths

  For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.