Monthly Archives

March 2017

Schneider National IPO – 5 Things to Think About (To Avoid Costly Mistakes)

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Schneider National IPO – 5 Things Employees Should Think About (To Avoid Costly Mistakes)

Green Bay’s Schneider National is set to conduct an estimated $520 million to $580 million initial public offering of common stock. For employees of Schneider, it means planning ahead to handle this significant financial event. When you first hear that the company you work for is having an IPO, you might feel some confusion and have questions regarding how you’re affected. I’ve found that planning ahead of time can alleviate these feelings and answer your questions. I’ll cover 5 things you should be thinking about. Read More

What’s The Difference Between Broker And Investment Advisor?

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If you’re like many people, financial planning and investment management are not things you want to spend a lot of time on, but you still want great outcomes. As a result, you’ve probably interacted with a broker, investment advisor or a dually-registered advisor (someone who is both a broker and investment advisor). It may have been a friend or someone you’ve never met. Sometimes, however, it can be difficult to tell whether the person you are dealing with is looking out for your best interests. When evaluating a prospective financial professional, it comes down to three things:

  • What services do they provide?
  • How are they compensated?
  • What is the financial incentive for providing that service?

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