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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

by WPR's Morning Show

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

by WPR's Morning Show

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

by WPR's Morning Show

US NEWs & WORLD REPORT: MAKE THE MOST OF A SMALL INVESTING BUDGET

Use time and the power of compounding interest to your advantage.

FORBES: DON'T KNOW YOUR MORTGAGE RATES? HERE'S WHY THAT'S BAD

A whopping 29 percent of homeowners don’t know their current mortgage rate. It’s a mistake that experts say could have serious repercussions. From thousands more paid in interest to missed payments and lost financial opportunities, the costs of not knowing your rate can be big.

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.

US NEWS & WORLD REPORT: CUT YOUR 2018 INVESTING TAX BILL

Take advantage of new tax breaks as well as tried-and-true tax-savings strategies.

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

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