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Don't Feed The Bear: Our Blog

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On Tools....

Much is made in the world of investment advisors of being “independent” from the perspective of investments, but not enough is made of the independence in choosing the proper tools for clients. Rather than having a set of tools foisted upon us, we work to select the best possible tools for our clients, because no single tool makes sense in all cases.

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Heading to LINC 2019

This week, Clint, Jonathon, Mitch and I will head to San Diego for the annual TD Ameritrade National Conference. The scope of the conference is wide ranging from keynote speakers and break out/learning sessions to vendor demonstrations and networking events with advisors from across the country. Every time we attend the conference, we have the same goal in mind: find tangible ways to improve the client experience for everyone who works with Walkner Condon Financial Advisors.

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Announcing Our New Expat Focused Website, usexpatinvesting.com!

We are proud to announce that we have launched a second website dedicated to expat and international investing. The new website can be found at http://usexpatinvesting.com. The reason for adding a second site is to break apart the content for the two sites for continuity purposes. While we will share some content between sites, the domestic and international needs for investors are significantly different.

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What is Bond Duration?

The higher the bond’s duration, the more its price will fall as interest rates rise. If interest rates are expected to fall during the time the bond is held, a longer duration bond would be appealing because its price would increase more than comparable bonds with shorter durations. As a general rule (with equal credit quality) the shorter the bond’s duration, the less volatile it will be.

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Constructing a Financial Services Team

For the entire summer of 2018, we have had a front row seat to the road construction outside of our windows on Monroe Street in Madison, WI. And while we have said our fair share regarding the traffic backups and navigation difficulties, we are excited to have the finished product be a significantly improved thoroughfare for our neighborhood.

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