Blackhawk Capital Partners

09/25/2024

We’re looking forward to speaking on ESOPs at the upcoming BizTimes Manufacturing Summit on September 30th at the Brookfield Conference Center. Hope to see you there! Register today to attend and learn if you are right for an ESOP! www.biztimes.com/mfg

09/18/2024

One of the byproducts of rising interest rates is the opportunity to earn substantially more money on your cash.
Below is the current interest rate of our Cash Management Strategy. We invest in short-term treasuries and CDs if warranted.
Candidates:
1) Corporations
2) Individuals
3) Foundations
4) Non-Profits

Please reach out to us at [email protected] or call our office at 480-257-1604 to begin putting your cash to work.
https://blackhawk-capital.com/contact-us/

09/16/2024

🌟 Meet Makenna Holland, Client Service Administrator and Executive Assistant at Blackhawk Capital Partners!

Makenna joined us in 2021 after earning her BA in Business from Arizona State University. She plays a key role in maintaining client records, assisting with onboarding, and supporting our Managing Partner, Kevin Perlberg. An Arizona native, Makenna enjoys cooking, traveling, and caring for her houseplants. She loves spending time with her husband, Corbin, and their dog, Gracie.

We're proud to have Makenna on our team!

As Certified Financial Planners in Thiensville, WI, and Scottsdale, AZ, we specialize in Investment Management for Physicians and Businesses.

09/12/2024

Retirement Tip: Start planning early and take advantage of compound interest. Even small contributions to your retirement accounts now can grow significantly over time, thanks to the power of compounding. The earlier you begin, the more time your money has to work for you. 🌱

Ready to discuss your retirement strategy? Blackhawk Capital Partners is here to help you build a strong future.

09/11/2024

Time is your most valuable resource, and at Blackhawk Capital Partners, we're here to help you make the most of it. With over 30 years of experience, we offer personalized services that include:

✅ Wealth growth and preservation
✅ Asset protection
✅ Investment management
✅ Estate and legacy planning
✅ Exclusive investment access
✅ Tailored insurance solutions
✅ Charitable planning
✅ Comprehensive retirement strategies

Let us guide you through your unique financial journey.

09/10/2024

Traditional bond funds may not be right for your investing goals. Blackhawk Enhanced Short Duration is designed to provide an opportunity to take advantage of high rates and less common asset classes in order to maximize yield with minimal interest rate risk.

Invest like an institution. Please reach out to us at [email protected] or call our office at 480-257-1604 to learn more about less traditional asset classes available to you.
https://blackhawk-capital.com/contact-us/

09/09/2024

Our strength lies in the dedication and passion of our team, committed to guiding you on your financial path. We’re not just advisors—we’re your trusted partners in making your dreams a reality. 🌟

We truly appreciate the incredible individuals who drive our mission forward every day!

09/05/2024

While markets may fluctuate, we're committed to keeping your investments on track. With Blackhawk Capital Partners by your side, you'll stay ahead of the curve. Don’t wait—connect with us today!

09/04/2024

Is Direct Indexing right for you and your personal economy? Contact Blackhawk Capital
Partners for more info!
https://blackhawk-capital.com/contact-us/

09/03/2024

What is a Roth conversion?

A Roth IRA conversion involves transferring funds from a traditional IRA to a Roth IRA. If you expect to be in a higher tax bracket when you withdraw your funds, a conversion might be beneficial.

You'll pay taxes on the conversion now, but enjoy tax-free growth later. To optimize, convert strategically over several years, managing your tax brackets. Use outside funds for tax payments if possible. Assess income tax impacts, withdrawal rules, and future contributions. For a tax-efficient future, consider a Roth conversion!