Ask These Four Questions When Choosing a Financial Advisor Choosing a financial advisor can feel intimidating. How do you know whether you can trust someone to handle your investments? You may feel that you don’t even know where to begin to assess whether a financial advisor is a good fit. There are four key questions […]
Your Investment Portfolio, Guided by the Wisdom of Omaha Advisors: Can You Let the Day-to-Day Changes Go? Managing your investment portfolio can be a daunting task. So much of your future security is riding on the principles and philosophies you embrace in your retirement planning and wealth- building approach. When you ask for the wisdom […]
In an article in The New York Times, conversations held at the Federal Reserve’s July meeting were examined as they indicated some clues that emergency economic support may soon be on the retreat. While officials voted to keep low interest rates and continue backing bond purchases, they did spend much of the meeting discussing how […]
Food, housing, even technology: inflation seems to be infecting every aspect of life. You can’t offset the cost of housing by building something new because even lumber and copper prices are inflated. Is there any way to escape the impact of inflation? Can you immunize your finances against the increased costs of everything from groceries […]
The following is from our August 2021 As We See It quarterly reflection piece: “One must change one’s tactics every ten years if one wishes to maintain one’s superiority.” –Napoleon Bonaparte Napoleon’s words spoken long ago seem particularly apropos to us today. After 10 years in our Regency Parkway location, we are relocating to Aksarben […]
At Lawson Kroeker, we like to say that we are contrarian. If all of Wall Street is running in one direction, you can count on our advisors to at least ask some serious questions before joining the herd. Does that mean that the advisors simply ignore the headlines when it comes to investing? Absolutely not. […]
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 […]
If you have investments managed through a 401(k) or a traditional IRA, you may have wondered if your planning for retirement would improve with a Roth IRA. You’ve heard that, for some, it is advantageous to convert to a Roth IRA, but how do you determine what could be the best fit for your plans? […]
Baby boomers are retiring on a daily basis at staggering rates. But just because they’re retirees doesn’t mean they’re dropping out of the workforce. A recent survey shows that 59% of retirees expect to at least take part-time work in retirement. And while money is a major motivator to remain employed, there are other benefits, […]
Each year, thousands of individuals fall into a phishing scheme – and many will spend weeks sorting out their critical financial account information once the frightening situation has been discovered. You may be aware that this is something to watch for, but did you know that some of the most public and headline-worthy security breaches […]
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