Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
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.
Jonathon Jordan, CFP®, CEPA, describes the lessons he learned from Gary Beikirch, a Congressional Medal of Honor recipient who fought in Vietnam.
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.
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.
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.
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.
Is the market cheap or expensive? Syl Michelin explains why the current valuation spread makes it challenging to formulate an answer to that question.
Stan examines the data and explains why dividend-paying stock can be an important part of a portfolio, especially in a rising interest environment.
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.
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.
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.