Invest Like It’s 1986: Investment Planning is an Ongoing Journey

“If you don’t know where you’re going, any road will take you there.” That sounds like sage advice for being spontaneous and in the moment, throwing caution to the wind – pull up a sail and let it take you wherever. Yet, when it comes to your investments, knowing where you want to go is […]

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Invest Like It’s 1986: Investment Planning for Contrarians Means Taking the Alternate Route

How much of what you do today is similar to what you did in the mid-1980s? Are you embracing the same fashion trends or hairstyle? Is your car from that era and are you watching Cheers and Knight Rider for entertainment? We might be holding on to only a fraction of what we held dear […]

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Invest Like It’s 1986: Investment Advice Still Holds True

It was the year Mike Tyson became the youngest heavyweight boxing champion, and “Out of Africa” won best picture, Halley’s Comet made an appearance, and the average cost of a new house was less than $90,000. Yes, we’re talking about 1986. Things have changed since then. But, when it comes to investment advice, can you […]

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Meet Ken Kroeker,
Co-Founder of Lawson Kroeker

Quote Collections, Permanence and a “Contrarian” Vision “When we look at a stock, we really are in it for the long-term. Everybody says they’re long term but they aren’t. We say we are, and we are. There are some stocks I’ve owned for 20 years. When you look for an idea to invest your time […]

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Get to Know Edie Basch,
Our Client Services Administrator/Operations

Connecting Lawson Kroeker Clients With Investment Resources Years in the Investment/Finance Industry: 30 plus First Car: 1969 Ford Falcon Futura Sports Coupe What happens when a team member with a background including psychology, writing and even medical/legal death investigation comes to the table at Lawson Kroeker? The answer is that clients receive diligent research and […]

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Meet Monica Davis,
Operations Administrator

Monica Brings More Than 15 Years of Experience to the Lawson Kroeker Team Years in the Investment/Finance Industry: 15 plus First Car: 1987 Buick Somerset “It feels like joining Lawson Kroeker is like joining a family.” When you come to Lawson Kroeker, it won’t take long before you’ll notice that the investment planning services you […]

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Meet Christine Walker of
Lawson Kroeker

A Great Director of Operations Always Has Your Investment Portfolio Prioritized   “We have a heightened ability to hear beyond the noise, to keep our focus and vision on what matters most – serving our clients and investing with their goals in mind. This is best achieved when we truly listen and make wise, client-focused […]

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Meet Patrick Riordan, Director of Client Relations and Business Development

Serving Clients at Lawson Kroeker is Patrick Riordan’s Forte “I believe most people have a plan of what they want to accomplish with their financial assets, but many don’t really know how to execute it. I enjoy helping people develop their plan, but I really love helping them carry out their plan.” Years in the […]

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Chad Clauser: Embracing a Long-Term Perspective in Planning for Retirement

Get to Know Chad, Lawson Kroeker’s Chartered Financial Analyst® “People should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation”, yet the culture and values are remarkably the same as when we started. This is rare in an industry that is very personality-driven and […]

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Tom Sudyka is Planning for
the Long-Term

Meet Lawson Kroeker’s Portfolio Manager, and Find Out Which Unique Money Lessons Shaped His Philosophy “Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to remaining an independent investment management firm really aligned with my beliefs back then. It […]

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