Jonathon Jordan, CFP®, recently earned a Certified Exit Planning Advisor designation. He explains why a succession plan for your business is vital, whether you’re looking to sell in the near future or you’re just beginning your business journey.
Challenges, Additions and Optimism: Where Walkner Condon is Going
The story of 2020 is yet to be over, but it will be a year that will never be forgotten. We have faced some of the greatest challenges as a company, namely the battle that the co-founder of our namesake, Nate Condon, has undertaken. As his winding road towards...
Welcome Syl & Stan and the Evolution of Walkner Condon
Today marks a big day in our history, adding two expat focused advisors to our team. We explore the past and look forward to the future.
Our Disaster Recovery Plan
Whether or not the coronavirus becomes an event that will cause us temporarily to change our regular work environment, rest assured that we will be able to service your investment accounts in the same manner. If for some reason an in-person meeting is not possible, we will strive to provide you with a seamless virtual experience.
Simply put, with the Schwab/TD Ameritrade merger, we anticipate their offerings to be one of the most complete in the industry. Schwab offers commission-free equity and ETF trading, along with a myriad of fixed income, options, and banking choices for clients that require those services. As a team, we discussed what we thought was the best way to hit the ground running when the merger occurs, and that was to familiarize ourselves with the platform prior to the transition.
The Definitive Guide to 2019 Tax Forms for Walkner Condon
Do you have a question about 1099 tax forms for Walkner Condon? Here is a guide to access your 1099s forms and determine whether or not you will get them.
What’s Up At Walkner Condon
We are consistently surprised at how interested our clients are in keeping up with our firm, so we wanted to continue to inform you of what we have done and where we are going. Here are a few of our goals we have worked on recently, and here are some that we are looking at in the near future.
Meet Our New Advisor – Keith Poniewaz: From Madison to the World
Walkner Condon Financial Advisors is excited to announce the addition of Keith Poniewaz to our team as Financial Advisor | Director of International Advisory Services. Read more for some detail on Keith and his unique background!
We are thrilled to announce that Jonathon Jordan has earned the title of Partner at Walkner Condon Financial Advisors! He validated his partnership requirements in September and is an invaluable part of our team. We are always focused on ways to improve the client experience at Walkner Condon and feel that the addition of Jon to our leadership team continues that ambition. Please help all of us at Walkner Condon in congratulating Jon on this tremendous accomplishment.