Should Your Retirement Strategy Change in These Unusual Times?

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. […]

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Planning for Retirement: Should You Invest or Pay Off Your Mortgage Early?

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 […]

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Why Strategic Investment Management Doesn’t Always Look Busy

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 […]

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Why Investment Management at Lawson Kroeker is Different by Design

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. […]

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Three Retirement Planning Tips for Your Last Five Years of Working

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 […]

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Financial Planning for Aging Parents: 3 Helpful Steps You Can Take

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 […]

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3 Values That Distinguish the Lawson Kroeker Approach

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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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 […]

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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 […]

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