The Quigley Group

09/30/2026

Thank you to everyone who joined us for Bouquet & Business last night!

The feedback was wonderful – so many shared how meaningful it was to spend the evening connecting with like-minded women and learning about an inspiring, women led organization making real impacts in our community. A special thank you to Mel Koontz for sharing the powerful work of 100 Women Eau Claire.

Another special shoutout to Nicholas Angell for co-sponsoring and 2 Roots for hosting in its incredible space!

09/17/2026

When's the Last Time You Reviewed Your 401(k)?

September is the perfect time. Q4 planning is weeks away, markets shift constantly, and ERISA compliance doesn't wait.

The reality: Most business owners don't know if their plan is truly optimized. Are contributions flowing correctly? Is your fund lineup competitive?

We created a quick checklist to help you score your fiduciary responsibilities. 17 checkpoints. Takes 15 minutes.

Want to see how your plan stacks up? Reach out and I'll send it over.

09/15/2026

145 food items heading to Feed My People – that’s what our annual shred event and food drive accomplished this past Saturday!

We are especially grateful to everyone who stopped by and donated. We’re always happy to provide a safe place to securely dispose of documents while supporting a cause in our community.

Thank you to everyone who participated and gave generously!

09/10/2026

66% of Business Owners Lack a Formal Plan—And It's Costing Them

You've built something extraordinary. But here's the hard truth: most business owners have no documented strategy for what happens next.

The gap is real. While 29% plan to sell or transition, only 34% have a formal plan. Businesses with one command higher valuations, attract better buyers, and execute smoother transitions.

Three questions that matter:

• What's my business worth?
• When's the right time to sell?
• What transition option fits my goals?

We've created a resource built around exactly those questions.

Ready to move from uncertainty to strategy? Let's talk through it together.

09/03/2026

Join us on Monday, September 28 for an exclusive women's event—an enlightening and creative evening celebrating community, connection, and giving back..

What to expect:
• Guided flower bouquet-making class with Sandy O'Connell (Avalon Floral)
• Inspiring insights from Melissa Koontz (100 Women Who Care Eau Claire) on local philanthropy
• Wealth & financial strategies with Nicholas Angell (Harbor Capital)
• Light hors d'oeuvres, drinks & meaningful connections

Discover meaningful ways to make an impact locally while connecting with like-minded women in our community.

📍 2 Roots Art & W**e Gallery, Eau Claire, WI

🕔 5:30–7:30 p.m.

Space is limited! Please invite one or two friends and RSVP by Friday, September 18 to [email protected] or (715) 858-7784.

08/20/2026

Two golf outings supporting two great local causes!

This past Monday, Tom and I sponsored and participated in two impactful golf outings supporting local organizations.

Tom joined the REACH for the Stars Golf Classic at the Eau Claire Country club, benefitting REACH (Regional Enterprises for Adults & Children).

I participated in the Annual Teddy Bear Classic at Wild Ridge, supporting the Children’s Dyslexia Center of Upper Wisconsin.

08/06/2026

Spending yesterday and today at the Next Level Symposium surrounded by advisors across the Milwaukee and Chicago complexes.

Lots of great conversations on how we can improve our practices and better serve our clients

Grateful for the opportunity to learn from such a great group of advisors!

08/03/2026

Great night at the ballpark last Thursday!

We had a great time sponsoring the Eau Claire Express game and spending the evening with clients, friends, and family.

Thank you to everyone who came out and joined us!

07/20/2026

Join us for our annual shred event and food drive!

We're excited to host our annual shred event which offers a safe and secure way to dispose of your sensitive documents — while also giving back to our community. We'll again be partnering with Feed My People Food Bank to support local families in need.

Bring your documents to shred and a non-perishable food item to donate. Coffee and donuts will be available.

Date: Saturday, September 6, 2025
Time: 9 am - 12 pm CST
Location: 401 Pinnacle Way Suite 152, Eau Claire, WI 54701

Note: Clients must be present and personally hand their materials to the individual running the shredding truck. Documents may not be dropped off by individuals prior to the event to be shredded during the event or given to someone to shred for them.

06/17/2026

Just released: RBC's 2026 Midyear Outlook spotlights "The Unstoppables"—six megatrends that will define investment opportunities for the next 20+ years.

From the silver tsunami reshaping healthcare to AI's accelerating capital spending, these aren't fleeting trends—they're long-term demand forces that can power portfolios.

The six unstoppables:
✓ Gray wave (aging populations)
✓ AI spending surge
✓ Renewable energy dominance
✓ Electrification of everything
✓ Medical breakthroughs (CRISPR, AlphaFold)
✓ Rising defense spending

Read the full outlook to explore investable opportunities.

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.