Sign Up Today to Receive Our Newsletter!

Please note our privacy policies.

Please wait...

Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team

Blog

Our team at Walkner Condon follows a disciplined investment process, and we intend on rebalancing our portfolios into down markets
The Fed Raised/Lowered Rates
The financial media will predictably and cyclically tease hot button economic topics throughout the year to attract readers to their
2019 Tax Forms
Do you have a question about 1099 tax forms for Walkner Condon? Here is a guide to access your 1099s
The Secure Act is Now Law
On December 20, 2019 the plan was signed into law, and as it made its way between both houses to
UW System 403(b) TSA Options
One of the decisions that UW System employees have is what provider(s) to choose in their 403(b) plan. Here we
Technology Tools
As part of our onboarding process, we make sure that our new clients get access to our technology tools. We
What Nate and Clint
This past week, Nate and Clint went to the annual TD Ameritrade conference, called LINC 2020, held in Orlando, FL.
Be Wary Of The Celebrity Advisor
I realize it’s a little crazy to think about people who obsess over markets and math as celebrities, but that
2019 Tax Forms
It’s that time of year when the question arises, as it always does: “when will I get my 1099 tax
The Will To Retire
I’ve had discussions with many clients about what their retirement looks like. Some of these clients are very much on
Mortgage Refinance Triggers
"As a former real estate agent and mortgage loan officer, I’m familiar with the garden variety rules of thumb regarding
New Years Resolutions
My challenge to you is to set a 2020 goal and map out the monthly results. This gives us a

Sign Up Today to Receive Our Newsletter!

Please note our privacy policies.

Please wait...

Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team