August 2019 – TVW – Talk Wisconsin

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What’s happening in the stock market?

Why is having a financial plan important when determining investments?

Remember that you can only control what you can control.

June 2019 – TVW – Wisconsin Women

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Why is considering cash flow and lifestyle important in planning?

Can financial planning be done without investment management?

Let’s look at your whole financial picture to move you forward!

May 2019 – TVW – Wisconsin Women

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What’s the scoop with robo-advisers?

What do you look for in an investment adviser?

Why find an investment adviser?

Cut through the jargon and find out what’s really going on with your money.