Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area. Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.
Clint & Nate talk to Mike Bauhs, an expert in cybersecurity with Palo Alto Networks. Cybersecurity is always relevant, especially during tax time. They talk about the different types of cybersecurity risks that can affect you personally or an entire organization.
Jonathon, Mitch, & Nate provide an update on their trip to San Diego for the TD Ameritrade conference. The Walkner Condon team sought to find ways to continuously enhance the client experience and to leverage technology along the way.
Clint & Keith discuss investing in taxable accounts. We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future, are we looking at once again buying a large basket of individual stocks to manage taxation and risk? We discuss the new trend of "direct indexing".
Nate & Mitch talk about their experiences with home improvement projects, building a new home, and moving into a new home. They bring up three (unfortunately common) mistakes that you should be able to avoid with the appropriate planning.
This week Mitch and Clint sit down with Charlie Wills to discuss failure. Charlie is exploring how sharing his failures empowers others to take chances and use the lessons learned to make themselves more successful. In addition to leading a team of Realtors at his own real estate business at First Weber, Charlie is a former University of Wisconsin basketball player who played in a Final Four.
Clint talks with Keith, the Director of International Advisory Services, on some important considerations for American expats and some potential pitfalls to avoid. There are a lot of complexities with international investing and they share a few items to consider.
Dan and Leah Roe have started their own business consulting company after a successful career in public accounting, experience at a healthcare startup, starting a culture-based non-profit, and the birth of their first child. We discuss how risk is viewed by entrepreneurs as well as the impact of small changes in efficiency leading to large outcomes.
The partners of Walkner Condon Financial Advisors introduce Keith Poniewaz, Financial Advisor and Director of International Advisory Services. Keith has an impressive (and credentialed) background, spent several years overseas, and has served many expatriates with their complex financial planning needs. Welcome, Keith!
The entire Walkner Condon team is back in the booth to jumpstart the 2019 season of Gimme Some Truth. They talk about highlights from 2018 and address some exciting things to come from the firm in 2019.