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....
investments
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...
Why Lawson Kroeker Favors Long-Term Investment Advice Over Speculation: And, Does Speculating Over Investment Advice Even Work?
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...