Market Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
Have US Stocks Risen Too Far and Too Fast?
Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019. This is above historical averages – so should we be concerned the market has…
SECURE Act Tax Law
Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…
Life Lessons – Grandma, who is your POA?
Last month we started the discussion on how to talk to your family about finances. We kept the conversation a bit vague. This month we encourage you to take things…
Life Lessons – Can we end the stigma of not talking to our family about finances?
Life Lessons – Can we end the stigma of not talking to our family about finances? Up until recently, financial education was not something specifically taught in schools; and…
We Love Health Savings Accounts (HSAs)
Why We Have Grown to Love Health Savings Accounts (HSAs) By now, most of us have at least heard of Health Savings Accounts (HSAs) and many of us have an…
Fishing for Returns
Fishing for Investment Returns Having just returned from our annual Canadian fishing trip and having spent lots of time sitting in the boat doing nothing, my mind had free range to roam. Most…
Legacy and Traditions
From Family Traditions to Legacy My father was an avid fisherman. To satiate his hobby, and to appease my mother, my brothers and I tagged along on his fishing excursions. When I was…
Taking Inventory of Your Life Insurance Policies
As financial advisors we see all different kinds of life insurance policies that were sold for all different reasons at all different times of life. Here are a few examples:…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260