It is often said that a messy desk is the sign of a busy worker, but when it comes to your investments, clutter could be a sign of missed opportunities. Simplifying portfolios by consolidating accounts could be an important part of your investment strategy for 2021. The average Baby Boomer has had 12 jobs in […]
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 winter approaches the Midwest, some experts say the bear market is stirring from hibernation, ready to come out of its den. As the bull market continues an extensive run since March 2009, many investors wonder what investment advice should guide their decisions. In truth, if you’ve ever worked with our team at Lawson Kroeker, […]
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