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Blog

ESG Investing: Aligning Your Values With Your Investments
Many people love the idea of investing in a way that aligns with their values but do not know how.
Ignore the Noise
The longer you are in the market, the better your odds. Most of us have heard this but it is
Investing is Hard!
Investing is hard. It just is. It involves money, one of our most sought after possessions. The value of market
What is Next with the DOL Fiduciary Rule?
On March 15, 2018 The U.S. Court of Appeals for the Fifth Circuit moved to strike down the Department of
Clint Walkner Featured in U.S. News & World Report
This week Clint Walkner was featured in U.S. News and World Report in the article by Barbara Friedberg, “Cut Your
Financial Spring Cleaning 2018
As the snow melts away and the days get longer, the phrase “spring cleaning” works its way back into our
The Monroe Street Construction Project: Phase Two
Phase 2 of the Monroe Street Construction Project begins on Monday, March 12th. We previously wrote about this project at
Seminar: “Getting to Know Medicare” with Walkner Condon and Nick Schreck
Navigating your way through Medicare’s rules, options, and insurance market can seem impossible. You can quickly get lost attempting to
The Monroe Street Construction Project: Phase 1
The City of Madison began the Monroe Street resurfacing and reconstruction project early this week. Currently, we are at the
Market Volatility is Back…Again
While most people have seen their savings soar due to the strengthening economy and optimism on Wall Street, there was
Why Right Now Is the Best Time to Plan for 2018 Home Projects
As the New Year’s celebrations come to a close, we enter 2018 with a tax code that looks much different
hrowback – 3 Tips for a Smooth Transition if Your Kids Are Moving Back Home After College
Back in May of 2016, we took a look at so-called “boomerang children”, who move back in with their parents

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