Melissa Olson - Officer Wealth RPS Participant Education Specialist
As a Wealth RPS Education Coordinator, Melissa serves as the education coordinator for Johnson Financ
Johnson Financial Group has been named a 2024 Top Workplace! I'm proud to work for a company who has received this distinguished recognition for the fifth year in a row. If your interested in joining our team, visit https://brev.is/n3tYz
No matter where you are in life, we're committed to providing guidance and support at every stage. Discover actionable steps, effective solutions and how our expertise can assist you. Explore more:
Your Financial Life Use these savvy tips and financial tools as you plan for the big decisions in your life.
Today’s housing market is difficult to navigate. With inventory issues, some people are considering building.
In this episode, listen to valuable insights from Zach Knutson, Managing Partner of Next Generation and Loren Fellows, VP Mortgage Production Manager and Construction Financing Specialist, on home building or buying in today’s market.
Tune in today! https://brev.is/ejynA
As the weather warms up, it's the perfect time to not only tidy up your home but also your financial records. Don't overlook the importance of organizing your finances. Discover the five easy steps to effectively manage and organize your financial records.
Spring Cleaning? Don't Forget to Organize Your Financial Records Understanding how to organize, maintain and dispose of your records is critical to healthy finances and safeguarding your personal information.
At the start of earnings season, more than three quarters of reporting S&P 500 companies are beating expectations. In this week’s investment commentary, VP, Wealth Portfolio Manager Kelsey Ellsworth, CFA, MBA shares how earnings season and recent consumer confidence measures may affect the markets. https://brev.is/nt0kW
It's that time of year again - tax season is here! Don't wait until the last minute, start preparing now. Here's what you'll need to gather: https://brev.is/ucnlZ
Narratives or stories matter not only to markets, but to the broader economy. From the 2024 presidential election to the Taylor Swift Economy, CIO Dominic Ceci, CFA shares the current narratives that may continue to drive discussions and behaviors throughout 2024 in this week’s investment commentary.
https://brev.is/yOD56
Have you caught our latest episode yet? In this episode of "Your Money. Your Mission," we cover all aspects of finances related to marriage – from prenuptial agreements to navigating divorce, exploring what makes couples successful and where things can go wrong.
This is one you won’t want to miss!
Tune in today: https://brev.is/23wp4
Ready to turn your homeownership dreams into reality? Discover the Downpayment Plus® Program*, designed to make buying a home more affordable. Eligible homebuyers can access up to $10,000 to help cover down payment and closing costs. Don't miss out on this opportunity – learn more about the program and see if you qualify today!
Affordable Home Loans Find loans to make buying a home more affordable with low down payment options or grant assistance.
In Part 2 of a two-part series, Johnson Financial Group advisor Kelly Mould shares her perspectives on the financial advisor’s role in helping people navigate “gray divorce.” Kelly zeroes in on the critical topic of financial disclosure. Read the article here:
Part II of II: Why financial disclosure is central – and often challenging – in “gray divorce” This is the second part of a two part series on gray divorce. The second part will foucs on the critical topic of financial disclosure.
For many across the country, family traditions and celebrations during the Fourth of July weekend were affected by price hikes passed on to consumers. Johnson Financial Group portfolio manager Kyle Tripp reflects on how this trend may manifest in the markets in this week’s investment commentary.
Margins and Your Money As we approach the period when publicly traded companies begin to report earnings and set expectations for the future, much of the conversation is going to be around which companies can pass on those prices and which cannot. Will consumers still decide to purchase the product in question, or will th...
In our latest investment commentary, Johnson Financial Group wealth portfolio manager Kelsey Ellsworth recounts struggling to find furniture last year for her new house…and now sees discounts everywhere. The interplay of falling consumer demand, corporate profits and inflation bears close watching
https://brev.is/mTCbX
Too Much Stuff! Inflation may be peaking, but at the same time, the consumer-confidence index is edging down. With earnings season just around the corner, we will see how excess inventories affect companies’ bottom line and will gain greater insight into how consumers are choosing to spend their money.
The Johnson Financial Group investment team just issued its Mid-Year Economic & Market Outlook. It digs into the volatility and lays out our base case for continued growth…and continued volatility. https://brev.is/YXbq1
2022 Mid-Year Economic & Market Outlook View Brian Andrew, Jason Herried, Ron Alberts and Jonathan Henshue's interview on the economy, our outlook on the equity and fixed income markets and how alternative investments can play a role during times like these.
“So what are you doing?” That’s the most common client question when markets get rough. Johnson Financial Group CIO Brian Andrew offers a detailed answer. https://brev.is/09VF6
“What Are You Doing?” When markets are volatile and asset prices in decline, “What are you doing?” is the question most asked by our associates and clients. To provide an answer, we’ll discuss our investment philosophy, approach to investing, planning and what we’re doing now.
Johnson Financial Group CIO Brian Andrew tackles the impact of rising interest rates on housing, and what that means for investors. https://brev.is/ijKVR
Rising Rates’ Impact on Housing This week the Federal Reserve took another crack at raising rates and outlining its path forward, so let’s look at that and how the housing market may play out through 2022 and into next year.
Johnson Financial Group's latest investment commentary comes from wealth portfolio manager Kelsey Ellsworth, who likens “earnings season” to the jigsaw puzzles she assembled early in the pandemic. Read it here: https://brev.is/soWjp
Earnings season: Putting together the puzzle pieces About one-third of companies in the S&P 500 and about half of companies in the Dow Jones Industrial Average are expected to report earnings. Earnings season is usually accompanied with volatility, something that is not new to investors this year. However, the bar is set low given the short-term risk...
Johnson Financial Group CIO Brian Andrew reflects on new leadership in golf—as evidenced at the Masters last weekend—and how leadership can persist in both golf and the markets. https://brev.is/MFs3T
New Leadership…in Golf & the Markets The Masters golf tournament, as its name suggests, is played by the best talent golf has to offer. During the tournament last weekend, I couldn’t help but think about the change in leadership of golf’s greatest players. Global markets are exhibiting a change in leadership as well. Thinking about...
A traditional 60/40 portfolio just ended its best 10-year stretch since 1954. So why diversify into complementary asset classes? Read our latest investment commentary is from analyst Jonathan Henshue. https://brev.is/BuU7i
Complementary asset classes: Why now? As the first quarter drew to a close, Wisconsin residents looked out their windows to find gray skies and recurring snowfall. Meanwhile, investors in a traditional 60/40 portfolio looked at their accounts and saw an even more disappointing sight: negative figures for both the 60 (stocks) and the 40....
Johnson Financial Group CIO Brian Andrew talks about “unlearning to learn”—whether that’s his son improving his tennis game or investors grappling with rising interest rates. We experience change every day. How will we react? https://brev.is/Zo5oM
Unlearning to Learn To learn something new, you need to unlearn something you know well. That starts with understanding why it is needed: to help with accuracy, speed and to reduce the potential for injury. To make the change, the new approach has to be broken down into the smallest steps so you can learn each one befo...
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/GTRfA
In this week’s investment commentary, Johnson Financial Group portfolio manager Kyle Tripp explores why the U.S. economy is far more resilient to energy price shocks than back in the 1970s. (Unfortunately, that doesn’t take away the pain at the pump.) https://brev.is/ieXjQ
Not Your Grandparents' Oil Shock Many people are feeling shocked by the recent increase in oil prices. However, the oil shock of today should not be as impactful in the United States as it was in times like the 1970s. Our economy is more resilient because U.S. consumers now spend less of their budget on energy, and we produce more....
The day has finally arrived on which the Fed raises rates. Now that it’s here, what does that mean for investors? CIO Brian Andrew walks through implications in our latest investment commentary. https://brev.is/HDOK6
Plus 0.25%! After this week’s Federal Open Market Committee meeting (the Federal Reserve’s decision-making body), the Chairman announced an increase in the Fed Funds rate to 0.25%. A quarter of one percentage point. Doesn’t sound like much, but if you follow market pundits, you know that they have obsesse...
Though nearly all bond indexes are down so far this year—and though it may not feel like it in this time of turmoil—bonds are actually doing their job for investors. In this investment commentary, Johnson Financial Group fixed-income portfolio manager Brian Schaefer explains why. https://brev.is/rpj2S
Bonds Are Doing Their Job It may not feel like it, but bonds are doing their job. In this time of turmoil, U.S. Treasuries and high-quality municipal bonds remain a haven. Although nearly all bond indices are down year-to-date, they are providing important diversification benefits. Even emerging market bonds, which have take...
Johnson Financial Group's latest investment commentary comes from wealth portfolio manager Kelsey Ellsworth, exploring recent volatility with a long-term perspective. https://brev.is/SaMdG
How We Seek to Build Resilience into Long-Term Portfolios Markets have consistently declined over the past few weeks as a result of the Russia and Ukraine conflict. Specifically, markets largely unwound the initial reaction of Russia’s invasion, safe haven currencies lost ground, and Treasury yields rose. The Dow Jones Industrial average finished with it...
What might geopolitical strains at the Russia-Ukraine border mean for financial markets and investment portfolios? CIO Brian Andrew addresses stocks, bonds and energy markets in our latest investment commentary. https://brev.is/GUYaq
Russia vs. Ukraine: Portfolio Implications Pundits, diplomats and politicians around the world are trying to decide whether the Russian move into the Donbas region of Ukraine constitutes an invasion and, regardless of the terminology, what should be done about it. Most of Europe and the U.S. have agreed that some form of sanctions would be l...
Commercial real estate is far more than failing malls and empty office buildings. The REIT landscape also includes data centers, cell towers & more. We think opportunity abounds. Read Johnson Financial Group's latest investment commentary, from analyst Jonathan Henshue.
https://brev.is/33yZQ
Commercial real estate: Far more than failing shopping malls & empty offices The last few years have produced many outsized market winners, some with periods of eye-popping results. For example, the pandemic propelled video communications provider Zoom Video and e-commerce platform Shopify into our lives, and these companies experienced fast-tracked growth, condensing multip...
Johnson Financial Group CIO Brian Andrew acknowledges that while “You May Hate Math,” it’s worth a little study to understand just how impactful expectations about growth and interest rates are to stock prices. https://brev.is/zzNJq
You May Hate Math Markets have been very volatile since the year began. Whether you are invested in stocks, bonds, real estate, cryptocurrency, or any other asset, you’ve seen tremendous volatility in prices. It may seem like everything is down. However, that is not the case. Let’s explore where this volatility i...
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