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Why Right Now Is the Best Time to Plan for 2018 Home Projects

Why Right Now Is the Best Time to Plan for 2018 Home Projects

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 significant home projects. Whether it be a kitchen remodel or landscaping work, contractors are scheduling their projects. The time to start planning is now.

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Blueleaf – It’s Not Just Your Weekly Email

Blueleaf – It’s Not Just Your Weekly Email

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 providing you the data that you need. Learn more in our post!

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Home Equity Loan Calculators

Home Equity Loan Calculators

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 calculators.

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The Golden Age of Cheap Funds

The Golden Age of Cheap Funds

A recent study by the ICI Research Perspective highlights why we have entered a period of time that has strongly favored investors. As much has been written on the debate between active management and passively managed (index) funds, the constant remains that costs have declined dramatically in the last 20 years – the golden age for cheap funds.

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Video: Financial Advice We’d Give our Younger Selves

Video: Financial Advice We’d Give our Younger Selves

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 new video to hear what we’d tell our younger selves.

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Why You Should Consider a Roth IRA for your Kids

Why You Should Consider a Roth IRA for your Kids

Most parents have a good handle on how to guide their young adults through the perils of high school and college. However, one area often missed is the need to start retirement savings as early as possible. It may sound crazy to think about retirement savings even before starting their first “real” job, but the impact of doing so can have a huge impact on retirement.

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Should I be a Contrarian or Go With the Herd?

Should I be a Contrarian or Go With the Herd?

Going against the current and being a “contrarian” is hard because it flies in the face of human nature to be opportunistic when bad things happen. In a perfect (investing) world we would just follow Warren Buffett’s advice and “be fearful when others are greedy and greedy when others are fearful”. Theory, however, is different from practice.

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Can You Spare a Moment to Give us a Hand?

Can You Spare a Moment to Give us a Hand?

Going against the current and being a “contrarian” is hard because it flies in the face of human nature to be opportunistic when bad things happen. In a perfect (investing) world we would just follow Warren Buffett’s advice and “be fearful when others are greedy and greedy when others are fearful”. Theory, however, is different from practice.

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