Blog
What are the Limits for My Investing and Spending Accounts?
We walk you through all the contribution limits for the main types of investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Market Correction: What It Is and Why Market Corrections Matter
After what seems like an eternity without a market downturn, the start of 2022 is a reminder that market corrections are a normal and regular occurrence.
What is Index Investing? History, Construction, Weightings and Factors
Nate Condon explains the key components of investing in index funds, including how they’re weighted, their history, and more.
It Only Gets Harder from Here: Valuations, Bond Environment and Wage Growth
Walkner Condon’s Clint Walkner writes about the three factors that could contribute to 2022 being a challenging year for investment returns.
Reviewing Sector Performance in 2021 and Positioning in 2022
From COVID-19 to inflation, lots of factors were at play with the rise and fall of markets in 2021. Who were the winners and losers? And what’s ahead in 2022?
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.