Shakespeare Wealth Management

10/09/2026

Thank you to everyone who joined us yesterday for our History & Tasting of Spices event! It was a unique and memorable experience.

Friends of Shakespeare enjoyed listening to the fascinating history and cultural significance of spices. We then had the opportunity to taste different varieties of cinnamon, nutmeg, cardamom, peppercorns, and mace. We ended on a sweet note, sampling our favorite spices sprinkled over ice cream. It was a fun and flavorful afternoon.

10/02/2026

On September 16th, the Fed voted 12 to 0 to move the target rate up by a quarter percent. In this month’s Investment Minute video, Shakespeare Partner & Financial Advisor, Nick Ziarek, CFA, CFP®, reviews interest rate movements in 2026 and what changed with rate expectations moving forward: https://okt.to/pZalY7

This is "2026 September - Shakespeare Investment Minute" by Shakespeare Wealth Management on Vimeo, the home for high quality videos and the people who love them.

09/30/2026

Beating the market sounds simple in theory, but decades of data show just how difficult it can be. See what the latest SPIVA Scorecard reveals about active management, index investing and why costs and consistency can make such a meaningful difference over time: https://okt.to/ZmUhjp

The Scoreboard Doesn't Lie: The Long-Term Case for Index Funds Written By: Nick Ziarek, CFP®, CFA® Twice a year, S&P Dow Jones Indices publish

09/23/2026

There are many ways to give grandchildren a financial head start, but the right account depends on your goals for the gift and how much control you want to maintain. From 529 plans and custodial accounts to brokerage accounts and the new Trump Accounts, learn the advantages and tradeoffs of each option and what to consider when choosing a gifting strategy for your family: https://okt.to/VblGki

A Grandparent's Guide to Gifting Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® A frequently discussed topic with our clients who have grandchildren

09/18/2026

Are you ready for open enrollment? Join us on Tuesday, October 13th at 1:00pm for our Medicare Webinar. Areas of focus will include enrollment rules, gaining a general understanding of the different coverage plans for Medicare, how tax planning can impact your premium, and reviewing changes for the upcoming year: https://okt.to/1ZVb9A

Medicare Webinar Tuesday, October 13 | 1:00-2:00pm CST Are you ready for open enrollment? Learn more about Medicare as we provide an overview of how it fit

09/16/2026

September is a great time to give your finances a quick fall clean-up. Read our Tip of the Month for a few items worth reviewing: https://okt.to/wy2X6g

09/11/2026

Are you ready for open enrollment? Join us for our Medicare Webinar on Tuesday, October 13th at 1:00pm. Learn more and register: https://okt.to/fKGUQg

Medicare Webinar Tuesday, October 13 | 1:00-2:00pm CST Are you ready for open enrollment? Learn more about Medicare as we provide an overview of how it fit

09/07/2026

08/28/2026

Financial priorities change throughout every stage of life, making it important to revisit and adjust your financial plan along the way. Read more for key financial considerations to focus on at every age and what you can do today to stay on track for the future: https://okt.to/3BuwG4

A Lifetime of Value: Financial Planning at Every Stage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial planning is an ever-changing, lifelon

08/20/2026

We were fortunate to have perfect weather for our Shakespeare Summer Party at Golden Mast Inn. It was a wonderful afternoon of delicious food and drinks on the patio and relaxing boat rides around Okauchee Lake. We’re grateful for the opportunity to connect with our clients outside the office and enjoy a beautiful Wisconsin summer day together!