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.
This week we had a very important exciting announcement from TD Ameritrade regarding an expansion of the no-transaction fee list of funds available to us. This will impact all of our clients, so w...
As we wind down 2017 we have noticed that, due to our interest rate environment as well as the hot housing market in the Dane County area, more and more of our clients are looking at completing signif...
A few years ago, we touched on the topic of Investing vs Financial Planning. Spoiler: they aren’t always exactly the same thing. Today, we’re revisiting that topic. The Grocery List Analogy Whe...
The distinction between Fee-Only and Fee-Based financial advisors is a more and more common discussion being had in our industry. We’re taking a look at it for you in this video, as well as in our...
Blueleaf is our client portal that is at the center of our relationship. It’s not just your weekly email – Blueleaf provides many features that we want to highlight and assure that we are providi...
It’s back to school time, which means school supplies galore – so, we’ve got some calculators you might want to add to your life. In our new video this week, we discuss Home Equity Loan calculat...
On an older episode of our podcast, Gimme Some Truth, we discussed advice our clients and friends would give their younger selves when it comes to finance. Today, we’re taking our turn – watch our...
Gimme Some Truth The newest episode of Gimme Some Truth is live. This week, we talk about the connection between Washington DC and the markets. Why is the market booming amidst dysfunction in politic...
Gimme Some Truth This week on Gimme Some Truth, we explored the question: “What is one piece of financial advice you would give your younger self?” Check out our latest episode on iTunes or So...
One of the biggest objectives of our firm is to provide you relevant content that is timely and informative. In 2017 we have launched a podcast, “Gimme Some Truth”. (iTunes link can be found he...
Laddering We know it’s been awhile, but we’re back with a new video! Today we’re talking about “laddering.” It’s got nothing to do with painting or firefighting, but rather investing. If ...
