Blog
The Year of Impossible Choices: 2022 Market Outlook and 2021 Review
Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
Remembering an American Hero – Gary Beikirch, Congressional Medal of Honor Recipient
Jonathon Jordan, CFP®, CEPA, describes the lessons he learned from Gary Beikirch, a Congressional Medal of Honor recipient who fought in Vietnam.
Should I Use an HSA? Three Reasons to Consider a Health Savings Account
A Health Savings Account (HSA) not only has several tax benefits as you pay for healthcare, but it can also be used as an investment vehicle.
Six Things to Know about U.S. Treasury Series I Savings Bonds and Their High Yield
In our yield-starved environment, it’s hard to find yield as enticing as the Series I Savings Bonds’ 7.12%. Here’s what you should know.
What the Certified Exit Planning Advisor Designation is and Why I Pursued It
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.
Six Things to Know about Employee Stock Options
Whether employed at Epic, Exact Sciences or another company with equity compensation in Madison, we cover all the key types in this piece – from employee stock options like ISOs and NSOs to RSUs.
Markets within Markets: Assessing the High Levels of Dispersion in Stock Valuations
Is the market cheap or expensive? Syl Michelin explains why the current valuation spread makes it challenging to formulate an answer to that question.
The Case for Using Dividend-Paying Stock in a Yield-Starved Market
Stan examines the data and explains why dividend-paying stock can be an important part of a portfolio, especially in a rising interest environment.
Financial Check List for the End of the Year
As we move through 2021, with Covid still in the news and the stock market enjoying another great year, we should keep in mind that there are still things to accomplish pertaining to our finances.
Three Tips For Improving and Organizing Your Email Experience
This summer’s iOS update has renewed focus on email privacy. Clint provides three ways to keep your inbox free of junk mail and distractions.
Understanding the 2021 Changes to Dependent Care Flexible Spending Accounts (FSAs)
We take a look at what a dependent care FSA is, what changed for 2021, the action you need to take, and some considerations to think about.