Blog
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.
Markets within Markets: Assessing the High Levels of Dispersion in Stock Valuations
Is the market cheap or expensive? Syl Michelin explains why the current valuation spread makes it challenging to formulate an answer to that question.
The Case for Using Dividend-Paying Stock in a Yield-Starved Market
Stan examines the data and explains why dividend-paying stock can be an important part of a portfolio, especially in a rising interest environment.
Financial Check List for the End of the Year
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.
Three Tips For Improving and Organizing Your Email Experience
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.
Understanding the 2021 Changes to Dependent Care Flexible Spending Accounts (FSAs)
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.
What to Know about the 2021 Advance Child Tax Credit Payments
The American Rescue Plan, which President Biden passed in March, included updates to the Advance Child Tax Credit for 2021. We cover who’s eligible and key information to know.
Creating a Culture of Philanthropy
Polly Price writes about her background in charitable giving and philanthropy before starting with Walkner Condon, and how that connects to her interest in financial advising and new role.
A Big Problem with using Cryptocurrency as a Payment Tool
From NBA Top Shot to MLB tickets, making payments with cryptocurrency is becoming more mainstream. But there can be a glaring issue when it comes to taxation on those crypto payments.
A (Somewhat) Plain English Introduction to Cryptocurrency and Blockchain
The rise of Bitcoin and Dogecoin in 2021 has catapulted the conversation on crypto. Here’s a good place to start if you’re new to the sphere or want a better idea of what’s going on.
Intersection of Sports and Investing: What is Invesco QQQ?
With all the heart-stopping, late game sequences in March Madness, there’s usually no shortage of commercial breaks. This year, Invesco QQQ took center stage during those breaks, providing a great opportunity to discuss ETFs in more depth.