If you have been considering some changes to your portfolio, or perhaps a new start with an investment advisory team, this could be the week. While it can seem a little tedious to get the process started, this could be the open door to new opportunities. One month from today, you could reflect and see […]
Finding a new career later in life can be exciting and challenging, depending on the circumstances. Either way, you may experience financial trials during the time you move from one career to another. If you are tempted to weather the change by living for a while on your retirement savings, you may be in a […]
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. […]
Patrick Riordan, director of client services at Lawson Kroeker Investment Management, is a 1984 graduate of the Creighton Heider College of Business. As an active member on college committees and as a member of the college’s Advisory Board, he was recently featured in the school’s alumni newsletter. “I was fascinated by the markets from an […]
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 […]
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