January 2020 – TVW – Talk Wisconsin

How can you manage uncertainty in the stock market?

What types of investments are in a portfolio?

It’s not just about investments…behavior and how you use your money matters.

August 2019 – TVW – Talk Wisconsin

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.

May 2019 – TVW – Wisconsin Women

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.