How Fear is Killing Your Investment Portfolio

By | Finances, Investing, Planning
In his first inaugural address Franklin D. Roosevelt astutely said, “let me assert my firm belief that the only thing we have to fear is…fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance.” I think this applies to every aspect of life but especially so when investing. Fear prevents you from taking the risk necessary to achieve your investing goals.

In this blog, I will explain how fear is killing your investment portfolio and what to do about it. Read More

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

By | Finances, Investing, Planning

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?

By | Finances, Investing, Planning
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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I Switched Jobs. What Do I Do With My 401k?

By | Finances, Investing, Planning
With the average person changing jobs between 10 and 15 times throughout their career, deciding what to do with your old 401(k) after you quit one job for another can be a tough decision. The right answer for you really depends on your situation. We’ll go through the different options available and highlight some key points to consider before you make your decision.

When you do decide to leave your job, you generally have 4 options with your 401(k) money.

  • Leave the money in the old 401(k) plan
  • Cash in the old 401(k)
  • Rollover the old 401(k) to the new company 401(k)
  • Rollover the old 401(k) to an IRA with or without an investment adviser

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