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Walkner Condon Financial Advisors - Economy
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Five Existential Challenges for Global Markets Over the Next Twenty-Five Years | Walkner Condon Financial Advisors
Stan Farmer Expat Financial Advisor at Walkner Condon identifies five key challenges facing global markets in the years ahead including climate change, geopolitical conflict, decaying Infrastructure, global demographics and public debt and artificial intelligence.
What Does the AI Revolution Mean for Financial Market Performance | Blog | Walkner Condon Financial Advisors
Syl Michelin, Expat Financial Advisor at Walkner Condon, evaluates AI's impact on financial market performance. He highlights its influence on momentum investing and the concerns it generates over valuations and productivity in a complex economic landscape.
Walkner Condon Ranks #1 in Wisconsin, #18 Nationally in Best Financial Advisory Firm List | Walkner Condon Financial Advisors
Walkner Condon Financial Advisors recently had the honor of being selected for the USA Today/Statista “Best Financial Advisory Firms in the US” as the #18 best firm nationally and #1 in Wisconsin.
Tax Season Is Over… For Last Year | Walkner Condon Financial Advisors
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and…
I Bonds: Should Sell My I Bond or Hold Them? | Walkner Condon Financial Advisors
What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the U.S. government,…
New Podcast! Economic and Market Update Featuring Andrew Opdsyke, CFA - Economist | Walkner Condon Financial Advisors
https://youtu.be/IMBBKRhedk4 Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt,…
Navigating Finances Together: A Guide for Newlyweds and Engaged Couples | Walkner Condon Financial Advisors
Whether you are engaged or have recently married, developing a plan to combine finances with your partner can significantly reduce finance-related stress down the road by promoting transparency and simplicity in your relationship. According to a 2021 survey conducted by Ramsey Solutions, 41 percent of married couples said that they…
Clint Walkner Featured in Wealth Management | Walkner Condon Financial Advisors
The Federal Trade Commission (FTC) recently moved to strike non-compete clauses in contracts. This has an impact in our industry, as these provisions are commonplace. There likely will be lawsuits to challenge the FTC's non-compete ban, and there are some concerns that this is just the beginning and non-solicits could…
How and why to give away your money in 2024 - Walkner Condon Financial Advisors
The past few years have seen a downward trend in charitable giving. In some of the most recent data put together by the Association of Fundraising Professionals and the Fundraising Effectiveness Project, 2023 proved to be a continuation of this trend (Fig. 3). As we move into 2024, we must consider the important factors causing
Timely Tactics in Market Timing – Ticking Success or Ticking off Trouble? - Walkner Condon Financial Advisors
We often tell our clients that we don’t have a crystal ball, we don’t know how the market will perform over the next few months or what specific stocks will be up or down. What we do know is fundamentally how markets work and what previous economic cycles have shown to be true over and
Recency Bias!!! - Walkner Condon Financial Advisors
I have a lot of nostalgia for the 1980s and watching the “Back to the Future Trilogy” with my wife and my kids to this day remains a mental time machine back to my own high school days (when the trilogy started). One thing that I enjoy about watching the future “Hill Valley” in BTTF
2024 Market Outlook: Back to the future! - Walkner Condon Financial Advisors
Our talented team of advisors at Walkner Condon have put together a 2024 Market Outlook: Back to the future! We hope you enjoy these articles about lessons learned from the past, and what we might be able to predict for the future.
Why Are Things So Heavy In The Future? - Walkner Condon Financial Advisors
"There's that word again. 'Heavy.' Why are things so heavy in the future? Is there a problem with the Earth's gravitational pull?" -Dr. Emmett Brown, AKA Doc As we began 2022, the majority of prognosticators appeared to be favoring recession and were looking towards negative or tepid returns. Here’s a blog post that breaks down
“Soft Landing”: Where Inflation Completes Its Journey Back to Normal Levels While the Economy Stays Healthy - Walkner Condon Financial Advisors
Did the Fed pull it off? Are we experiencing the “soft landing” that we’ve been hearing about? Is this the mid-90s again, where Alan Greenspan was leading the charge to a soft landing? Many have heard or read about a soft landing in the news, but some may not have an actual definition of what
2024 Housing Market: The End of the New Normal - Walkner Condon Financial Advisors
Ever since the market crash of 2008-2009, economists and pundits alike have used the phrase “new normal” to describe everything from stock market conditions to inflation to the employment market and everything in between. As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection
I Bonds: Should I sell, buy more or hold? - Walkner Condon Financial Advisors
I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the U.S. government, making them one of the safest investments available. How is
Where is the best place to keep my emergency fund? - Walkner Condon Financial Advisors
In general, people should strive to have an emergency that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency or unexpected expense. However, not all savings accounts are created equal. If you’re not earning much in interest on
What is a Donor Advised Fund? - Walkner Condon Financial Advisors
A Donor Advised Fund (DAF) is both a type of financial account and a charitable giving vehicle that allows the donor to contribute cash and non-cash assets into a fund where those assets are then invested. The donor can then direct grants from the fund to their charity of choice when they choose. That is
Bowling with Bumpers: Navigating the Investing World - Walkner Condon Financial Advisors
As I watched my son learn how to bowl, I vividly recall the trepidation in his eyes as he stared down the pins at the end of the lane. He stood frozen, paralyzed by fear. I encouraged him to roll the ball, promising that he could knock down the pins. What held him back was
Job Loss Financial Checklist - Walkner Condon Financial Advisors
Losing a job is difficult. In many cases it comes unexpectedly. There is usually a period of shock - almost a numbness - followed by a feeling that you need to be doing something, but not exactly sure what that “something” is. I know this feeling because I found myself in this position in 2015.
Job Loss Financial Checklist - Walkner Condon Financial Advisors
Losing a job is difficult. In many cases it comes unexpectedly. There is usually a period of shock - almost a numbness - followed by a feeling that you need to be doing something, but not exactly sure what that “something” is. I know this feeling because I found myself in this position in 2015.
How Getting Women Into Financial Planning Can Benefit Everyone - Walkner Condon Financial Advisors
The importance of women in financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Until that percentage is closer to 50%, we are happy to illustrate the many benefits of more women in the industry.
What type of financial advisor is right for you? Defining FEE-ONLY - Walkner Condon Financial Advisors
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
What does it mean to be a Fee-Only financial advisor? - Walkner Condon Financial Advisors
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. %
FAQ - Bank Failures and Is This 2008 All Over Again? - Walkner Condon Financial Advisors
Silicon Valley Bank and two other banks failed and were taken over by the Federal Deposit Insurance Corporation (FDIC). These are the first bank failures since 2020 and three of the 563 that have taken place since 2001.