Media
As Seen In
Our advisors have a wide array of expertise and educational backgrounds, ranging from a former lawyer turned financial advisor with extensive knowledge of U.S. expat financial planning to a recovering engineer with an affinity for employee equity compensation. Below, you can see a sampling of the media in which our advisors have been featured, and, for media outlets, our advisors’ specific areas of expertise. For media inquiries, please email [email protected].
Investing tips amid high inflation, signs of recession
WEALTHMANAGEMENT.COM: Most Advisors Say Single-Stock ETFs Should Be 'Avoided Like the Plague'
The Securities and Exchange Commission recently approved single-stock exchange-traded funds, but as Walkner Condon co-founder Clint Walkner says in this piece from wealthmanagement.com, this as a potential disaster for traders or inexperienced retail investors. Simply put, that disaster boils down to risk and the lack of understanding.
Redfin: What Are the Four C’s of Credit? How Lenders Qualify You for a Mortgage
There’s no doubt that one of the most important and often daunting steps in the homebuying process is qualifying for a mortgage. By understanding what lenders look for – the four C’s of credit – you can set yourself up for success and a smooth-sailing mortgage underwriting process. Nate Condon was featured in this piece from Redfin, which dives deeper into the four C’s of credit.
IN BUSINESS MAGAZINE: RETIREMENT PLANNING FOR YOUNG PROFESSIONALS
In Business magazine, which bills itself as the premier business-to-business publication in the greater Madison, Wisconsin, area, covered the basics of retirement planning for younger workers in this piece from its March 2022 issue. The piece quoted Walkner Condon’s co-founder Nate Condon to cover some of the key facets of financial planning for younger generations.
Unpacking the Story Behind GameStop's Stock
Wisconsin technology council: I just got laid off. What should I do?
Mitch DeWitt wrote this guest column for the Wisconsin Technology Council at the outset of the COVID-19 pandemic, and although that was the peak of recent unemployment spikes, the advice is still just as applicable for those experiencing recent unemployment.
Bankrate: With Commission-free trading nearly everywhere, here’s what investors should demand now
With the expansion of online trading platforms like Robinhood, commission-free trading has become ubiquitous. Walkner Condon co-founder Clint Walkner was featured in this piece from Bankrate on the outlook ahead now that commission-free trading has become the standard.
FT Adviser: How to be a US expat and invest in US equity funds
Keith Poniewaz, Ph.D. – a financial advisor on Walkner Condon’s team of advisors who work with U.S. expats – was quoted in this story from FT Adviser, explaining investing in equity funds while living abroad as an American.
WPR: Reframing the Midlife Crisis, Why We Splurge Online When Inebriated
US NEWs & WORLD REPORT: MAKE THE MOST OF A SMALL INVESTING BUDGET
Use time and the power of compounding interest to your advantage.
CNBC: NEW JOB? HOW TO BECOME A RETIREMENT ROLLOVER CHAMP
Many people who change jobs transfer funds from their previous employer’s 401(k) into their new employer’s plan, but there are other options, say advisors.
IN BUSINESS MAGAZINE: PROFESSIONAL OF THE WEEK - CLINT WALKNER
Walkner Condon co-founder Clint Walkner was featured as In Business Magazine’s professional of the week in Aug. 2017.
Our Team of Experts
Clint Walkner
Areas of Expertise
- Cryptocurrency/Digital Currency
- Registered Investment Advisory (RIA) Firms
- Bonds & Bond Markets
Nate Condon
Areas of Expertise
- Real Estate
- Registered Investment Advisory (RIA) Firms
Jonathon Jordan
Areas of Expertise
- Entrepreneurship
- Business Exit Planning, CEPA
- Certified Financial Planner™
Mitch DeWitt
Areas of Expertise
- Employee Equity Compensation (RSUs, ISOs/NSOs, etc.)
- Non-Qualified Deferred Compensation
- Certified Financial Planner™, MBA
Syl Michelin
Areas of Expertise
- Market Analysis
- Cross-Border Financial Planning (U.S., French & Swiss citizenship)
- Chartered Financial Analyst
Stan Farmer
Areas of Expertise
- Moving to Portugal for U.S. expatriates
- Intersection of International Estate Planning & Financial Planning
- Certified Financial Planner™, J.D.
Keith Poniewaz
Areas of Expertise
- U.S. & International Currency
- Investing as an American abroad
Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
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