With bear market upon us, here’s how to use the stock market downturn to your advantage
As we find ourselves in yet another bear market, now is the time to take action to use the market decline to our...
July 21, 2022
401(k) Advisor
Michael Francis, JD
Founder
President
Mike started authoring articles as a quarterly feature in the Milwaukee Journal Sentinel back in 1995 and is now regularly published in the Minneapolis Star Tribune. The articles address trends and issues commonly faced by retirement plan participants, providing industry insights from the perspective of a conflict-free, ERISA fiduciary advisor.
Brookfield expert says investors must keep an eye on their portfolios as Russia’s war in Ukraine drags on
The impact of Russia’s invasion of Ukraine has had a profound impact on the global capital markets. Explore the investment issues that long-term...
April 4, 2022
Investors must be cautious and smart shoppers when considering ‘ESG’ investments
Environmental, Social, and Governance investing (“ESG”) is a relatively new trend in the asset management industry. Although you may be eager to invest...
January 4, 2022
Bitcoin, other forms of cryptocurrency are here for the long haul
Interest around cryptocurrency continues to grow; however, investors should be cautious when jumping into this rapidly changing market. ...
October 18, 2021
Higher taxes and inflation are expected. Here’s what investors should do.
Unprecedented stimulus pushed markets to record highs, but inflation and higher taxes could follow. It's time for investors to rethink their strategies....
July 6, 2021
A Plan for Retirement Spending
Coming up with an effective plan for spending your hard-earned retirement savings is a complex task. Here are some tips to get started....
April 5, 2021