Kathy Ciszewski - Private Banking, CFP, CEP NMLS# 565012

03/02/2023

Keeping things simple leads some investors to discount alternative investments in favor of stocks and bonds. In this week’s investment commentary, Jonathan Henshue writes about why investors should consider alts as complements to the core portfolio.

Keeping things simple leads some investors to discount in favor of stocks and bonds. Jonathan Henshue writes about why investors should keep alternative investments in mind. 

01/17/2023

Stranded college savings can soon be rescued. New law lets 529 plan dollars roll into retirement: https://brev.is/w3aDI

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Starting next year, unused 529 education savings money can be rolled into a Roth IRA, giving kids a head start on their retirement.

07/06/2022

Enjoy the ease of paperless recordkeeping with eStatements, delivered securely within MyJFG. It’s easy to get started. Learn more here. https://brev.is/oBSWJ

03/30/2022

Johnson Financial Group’s Joe Maier joined a recent episode of the GoGedders podcast to discuss how managing your investments–and emotions–amidst a volatile market can be stressful. Knowing how the brain works and how it affects your behavior can better equip you to handle your investments. https://brev.is/JuNS2

Listen to Joe’s full interview here:

Johnson Financial Group’s Joe Maier joined a recent episode of the GoGedders podcast to discuss how managing your investments–and emotions–amidst a volatile market can be stressful. Joe breaks down the consequences of making financial decisions solely based on emotion. He also discusses the ps...

03/28/2022

View our 2021 Annual Report for a few highlights and what we’re looking forward to in 2022.

With clients like you, we experienced another strong year – despite the unique challenges we all faced. We can’t thank you enough for the trust and confidence you place in JFG to help you make some of the most complex and important decisions for you, your family and your business. https://brev.is/5LuIa