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Blog

Chase Good Money After Bad?
We passionately believe in the ideology that every client and, furthermore, every client situation is unique and requires individual planning.
A family reading a book together
The last couple of weeks have brought upon each and every one of us a tremendous amount of disruption. The
Whether or not the coronavirus becomes an event that will cause us temporarily to change our regular work environment, rest
Simply put, with the Schwab/TD Ameritrade merger, we anticipate their offerings to be one of the most complete in the
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

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