Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]

As an occasional feature, Landaas & Company advisors share with investors some of the material they’re reading and viewing and listening to. This time around, Art Rothschild, Blake Miller, Kendall Bauer and Kyle Tetting pass along articles about bond investing, patience, interest rates and a world in which China has the largest economy. […]

By Kyle Tetting
Amid strong returns through July, investors have finally felt weakness in the past couple of months as the looming shutdown returned uncertainty to the economic outlook. Taking a pause in the run-up is healthy, allowing investors to reassess positioning. But it also challenges investors who benefitted from heavier equity exposure earlier in the year. […]

By Joel Dresang
My phone rang at 11:06 on a Sunday night. I glanced at an unfamiliar number from an area code I didn’t recognize. Spam, I thought. So, I ignored it. Then it occurred to me that the call could be from a bank. Who but bank detectives would be trying to reach me now? […]

Our monthly multiple-choice quiz highlights discussions from recent Money Talk Podcasts on how current events and trends affect long-term investors. Each answer includes links to further information for deeper dives. […]

A round of fundraising events involving Landaas & Company employees in September helped raise money for First Tee Southeast Wisconsin, the Salvation Army of Milwaukee County and the Ronald McDonald House Charities Eastern Wisconsin. […]

By Joel Dresang
Researchers have found that many investors fear mishandling their wealth amid the cognitive deterioration that accompanies old age. And while a seemingly easy solution is to designate someone you trust to take control for you before you lose it, like King Lear, the tricky point is timing. […]

An occasional sampling of what’s catching the attention of professionals at Landaas & Company includes a closer look at what’s causing higher prices, a healthy reminder to bond holders and a dialing back of recession forecasts. […]

By Kyle Tetting
The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]

By Joel Dresang
Overconfidence can be hazardous to investors. Research economists at Boston College have found that nearly half of all households are at risk of not affording their retirement. But only about one third acknowledge it. Most at risk: High earners. […]

To reinforce some of the points investment advisors make on the show, we offer multiple-choice quizzes. See how you much you remember. Or, if you missed an episode, get a sample of what you missed. Each answer includes links to further information, in case you want to dive deeper. […]

Following a hiatus imposed by the COVID-19 pandemic, Landaas & Company has revived its college internship program. Meet Bernadette Moyer, a senior at the University of Wisconsin-Milwaukee who’s majoring in finance. […]