It’s an unusual time, and the headlines might make you consider if you should be rushing to change your approach to your retirement strategy. The short answer is no. At Lawson Kroeker, investment philosophies are based on time-tested principles — because history shows that maintaining consistency tends to lead to the highest chances of success. […]
There’s something so exciting and so … gulp … eye-opening about buying a home. (You’re going to be paying off your house until you’re how old?) When planning for retirement, many homeowners wonder whether it would be better to pay off their mortgage earlier or invest more in their portfolio. The logic behind this question […]
Early members of the Lawson Kroeker team, including Bruce Van Kooten, Portfolio Manager, can look back fondly on memories of co-founder Frank Lawson dedicating a lot of time to work that didn’t look much like investment management. (Or at least how the general public would think of investment management tasks.) Frank would be in his […]
When it’s time to select an investment management firm, you’ll notice a difference at Lawson Kroeker. Why? One of the core reasons is that the Lawson Kroeker team maintains a deliberately smaller client base, across a focused, in-house team. We believe this result is greater client levels of confidence – and continued success over time. […]
You’re five years from your anticipated retirement date, and things are looking pretty good. You can look back over a satisfying career, and you have plenty of retirement plans to look forward to. From travel to more time for hobbies, you’re expecting to have a lot of fun enjoying the fruits of your labor. Even […]
It’s fun to talk with family about holiday traditions or summer plans. It’s fun to talk about how fast the kids are growing. However, discussions around financial planning may not fall into the same category. These conversations are often pushed off until a medical crisis or other event makes avoidance no longer possible. If your […]
When you seek out investment guidance, you want to know that you’re not just a set of numbers. You want a personalized experience that comes from an advisor who shares your values. At Lawson Kroeker, you’ll quickly see that our advisors aren’t the “typical Wall Street” type. In other words, our team’s experience includes large-scale […]
An investment advisor can attend conferences, learn about theories of investment management from books, or complete in-depth certification programs, such as the Chartered Financial Analyst (CFA®). But there’s a different side of knowledge when it comes to investment management, and that’s the wisdom gained by experience. That’s why Tom Sudyka, Lawson Kroeker Portfolio Manager, is […]
As 2019 unfolds, there are many eyes on the market; many of them are wondering whether the low point experienced at the end of 2018 will prove to be a bottom or a precursor to more hard times to come. Regardless of what you read in the headlines, history shows that maintaining consistency tends to […]
Three Financial Planning Tips for the Empty Nest Years A change in the “nest” situation at home naturally brings thoughts and questions about changes in your financial situation. As you reach this milestone of empty nesting (or near it), take a moment to consider what you may need to prioritize in your financial planning: Maximize […]
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