Welcome to the Walkner Condon blog, where we delve into a range of topics designed to enhance your financial literacy and empower your decision making. Our blog offers insights on retirement planning, strategies for navigating market trends, practical financial tips that can help you secure your financial future, and more. Stay informed and inspired as you journey through the landscape of financial planning with insights from our knowledgeable team.
The concept of direct indexing isn’t particularly new – there have been separately managed accounts (SMAs) available for years that have employed similar strategies around index replication. Howev...
The traditional definition of retirement is changing. No longer is it just about stepping away from work and spending your days on a porch or beach. For many, retirement now means achieving a work-opt...
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beg...
The Federal Trade Commission (FTC) recently moved to strike non-compete clauses in contracts. This has an impact in our industry, as these provisions are commonplace. There likely will be lawsuits to ...
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have recorded a podcast on these items, but we a...
The importance of getting women into financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction...
Let's talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. They offer stock options component and...
What does it mean to be a Fee-Only financial advisor? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated by the fee the client pays...
Note: This blog was updated October 21, 2024. What is Bond Duration? It is important to understand that duration is a way of measuring how much bond prices are likely to change if and when...
Thanksgiving is my favorite time of the year. Each year, our family gets together in a small town in Western Tennessee called Eva, and we rent cabins where we can all spend a few days together catchin...
On November 25, 2019, The Charles Schwab Corporation announced their acquisition of TD Ameritrade Holding Corporation in an all-stock transaction originally estimated at $26 billion. The deal was init...
The idea of being prepared requires a unique mindset. It demands that we think about and plan for a situation that is much worse than our current one. Mentally and emotionally, it’s difficult to put...
