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Dane County
The Dane County 2019/2020 Housing Market
The real estate market in Dane County is seeing few signs of cooling off. Some of the themes of 2018
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Attitude of Gratitude
Attitude of Gratitude
As I sit here today at our office, there is one feeling that is far and above all of the
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Bankrate Article
Did the “Market” Just Hit An All-Time High?
The U.S. stock market isn’t the only game in the world. U.S. stocks now represent only 40 (or so)% of
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Clint Walkner Headshot
Clint Walkner Quoted in Bankrate Article
Clint Walkner was quoted in a recent article from Bankrate.com, "With Commission-Free Trading Nearly Everywhere, Here’s What Investors Should Demand
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Gifting and State Estate Tax Limits
Gifting and State Estate Tax Limits
The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can
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Gifting Limits
What Is The Gift Tax and Are We Misinformed On How It Works?
One of the frequent things that pop up in the context of financial planning is the notion of gifting, particularly
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Fall Financial Checklist
5 Financial Things You Should Do Before the End of the Year
As we approach the end of 2019, here are five financial housekeeping items you (or your financial advisor) should make
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Commission-Free Trading
Commission-Free Trading: Is It a Free Lunch?
In breaking news, Charles Schwab roiled markets by announcing that they will be eliminating web and mobile trading charges. The
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Are We On the Same Team?
Are We On the Same Team?
Most couples have a basic understanding through observation and some light discussion regarding the financial behaviors and tendencies of their
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Associate Degree Programs
Are Associate Degree Programs a Good Fit for Students?
Associate degree programs are simply another option to be looked at and discussed between parents and students. Our recommendation is
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2020 Stock Market
Prepare for Stormy Waters in the 2020 Stock Market
The problem is that with a track record likely worse than a coinflip and virtually no accountability, these financial “gurus”
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Lynda Barry
Writing the Unthinkable: What I Learned in Seven Hours with Lynda Barry
In her “Writing the Unthinkable” workshops, Lynda Barry teaches drawing without the aim of creating anything that could be judged
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