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  • 2026 Investment Outlook: Process Over Predictions

    When thinking about how investors should approach 2026, Jason Herried emphasizes that investors should focus on "Process Over Predictions." This week's Wealth Insights explores our recommended approach anchored in rebalancing, diversification and patience as we navigate elevated valuations and economic uncertainty.

  • How the Sausage is Made

    Following recent changes in the market, Johnson Financial Group elected to increase our small company stock exposure in client accounts. For clients looking to learn more about “how the sausage gets made” and what lead to this change in strategy, Kyle Tripp explains more in this week’s investment commentary. 

  • 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. 

  • 4 Strategies to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. Discover 4 key strategies to lessen taxes on your investment gains. Set a tax budget, optimize asset location, choose tax-efficient investments, and use tax harvesting.

  • Green Bay Prepares for the 2025 NFL Draft: A Boost for Local and State Economies

    Investment Analyst Drake Dorfner writes how the NFL Draft—scheduled for next week in Green Bay—isn’t just something for football fans to be excited about… it’s likely to be a boom to the Green Bay and state economy as well!

  • Details Matter in Roth IRA Conversions

    "Roth IRA conversions can be a tax-savvy move, especially when executed during years of low income or down markets. But they’re not a one-size-fits-all solution,” shares Wealth Portfolio Manager Kyle Tripp in the week’s Wealth Insights article.

  • Understanding Changing Rules for Inherited IRAs

    The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.

  • College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

    As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.

  • Four Approaches to Lessen Taxes on Your Investment Gains

    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.

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