Beyond the Books: 3 Things Tom Sudyka Has Learned About Investment Management From Senior Leaders

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 […]

Read More…

Do You Know the 3 Types of Market Downturns?

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 […]

Read More…

How Charitable Donations Through an IRA Can Impact Taxes and Investing … Are You Familiar with These Tax Changes Toward Charitable Donations?

Changes in determining who will include itemized deductions on their tax returns will affect millions this tax year. The Tax Cut and Jobs Act of 2017 is expected to drastically reduce the number of people enjoying tax savings related to their charitable donations, with only 16 million in 2018 versus 37 million in 2017. The […]

Read More…

Investment Management: The Lawson Kroeker Difference

No two investors are alike, which is why no two portfolios should be identical. Sure, there may be resemblances here and there, but when you bring the right investment management firm aboard, you get professionals who know that each client deserves individualized attention. This principle of one-on-one attention is something that smaller firms have the […]

Read More…

Understanding the Past is a Clear Strategy When Investing for Retirement

“To understand what is happening today or what will happen in the future, I look back.” – Oliver Wendell Holmes Investing for retirement requires a solid measure of discipline. When you’re in the stage of life when you need to set aside money for retirement, it sometimes seems as if you can’t possibly squeak another dime […]

Read More…

Fine Tuned: The Art of Investing at Lawson Kroeker

Like fine art, your investment portfolio should reflect the creative and personalized aspects that make it your masterpiece. At Lawson Kroeker, we believe in the fine art of investing. Like the colors and styles in a commissioned piece, your investments are designed for who you are as an individual. This approach takes diligence. It takes […]

Read More…

You are now being redirected away from the Lawson Kroeker’s site to the Fund's site. Click here to proceed.