In this webinar, we will discuss key takeaways from the science of wellbeing and how that affects our investment behavior.
The Investment Journey
Wherever you are in your investment journey, applying the practices of evidence-based investing may help you protect and preserve your nest egg. This webinar will demonstrate how diversification and discipline can increase the odds of having a positive investment experience.
Pandemic could impact how you file your taxes
WREX interviewed financial advisor Jeff Lewis about how the pandemic could impact how you file your 2020 tax return. Here are items to keep in mind.
2020 Tax Filing: What You Need to Know
The 2020 tax year was eventful in its own right with the CARES Act, stimulus payments, & federal student loan forgiveness. Before you file your 2020 tax return, keep these new guidelines in mind.
2021 Outlook: Are We There Yet?
As happy as we are to have 2020 in the rear-view mirror, we shouldn’t lose sight of the valuable wisdom we gained and why humility is one of the most valuable attributes an investor can have.
2020 In Review
The events in 2020 generated their own highs and lows. It was natural during the year to think this time is different with respect to the markets and economy. There is no doubt that 2020 was a unique year, but what is not different is that we continue to persevere through the low points in human history.
The Week the World GameStopped
GameStop has struggled mightily in recent years, as gaming has undergone a massive shift to digital downloads and mobile gaming. While the fundamentals of the business haven’t really changed, the share price sure has. Chief investment officer Phil Huber offers his insights into what’s happening with GameStop trading.
Value on the Horizon
Investment research analyst Danny Noonan looks back at the recent strong performance of value stocks and discusses possible scenarios for 2021.
Retirement in the New Year | On-Demand Webinar
Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.
MarketWise: January 2021
In January’s edition of MarketWise, find out which sub-asset class led the way in the fourth quarter and which year, if any in history, was volatile as 2020 for U.S. stocks!
Making financial New Year’s resolutions during a pandemic
Financial advisor Brent Lindell spoke with Wake Up Wisconsin on WKOW to share some financial New Year’s resolutions and how to accomplish them.
Highlights of the Recent Pandemic-Aid Bill
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.