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

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.

Alternative Investments: Worth The Effort 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. 

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

By clicking the link above, you are leaving Johnson Financial Group’s page. Johnson Financial Group’s privacy and security policies do not apply to third-party linked websites. Please review privacy disclosures on that site for further information. Johnson Financial Group does not maintain, control, or endorse the content or services in the linked third-party website and disclaims responsibility for content and accuracy of information or any products or services available therein. Further, Johnson Financial Group is not liable for accessibility or availability of content.

Stranded college savings plan can soon be rescued. New law lets 529 dollars roll into retirement Starting next year, unused 529 education savings money can be rolled into a Roth IRA, giving kids a head start on their retirement.

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

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:

Emotional Investments: Why They Happen and How to Avoid Them 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...

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

Happy International Women's Day!

Who are you celebrating today?

We hope you can join us for the next episode of the BizTimes 21st Century Business Forum sponsored by Johnson Financial Group. Steve Beauchamp, CEO of Paylocity and a regular on the Glassdoor Top 100 CEOs list, will share his insight on company culture and driving meaningful growth.

Register for free at: www.biztimes.com/businessforumjfg

By clicking the link above, you are leaving Johnson Financial Group’s page. Johnson Financial Group’s privacy and security policies do not apply to third-party linked websites. Please review privacy disclosures on that site for further information. Johnson Financial Group does not maintain, control, or endorse the content or services in the linked third-party website and disclaims responsibility for content and accuracy of information or any products or services available therein. Further, Johnson Financial Group is not liable for accessibility or availability of content.

Happy holidays from all of us at Johnson Financial Group. We hope your holidays are filled with joy and good cheer!

CEO Jim Popp was recently recognized in Milwaukee Business Journal as a 2021 Milwaukee Power Broker. Check out the article to learn more about Jim and other key movers and shakers in southeastern Wisconsin’s business community. https://brev.is/gm36H

Find out why these business leaders are 2021 Milwaukee-area power brokers Milwaukee Tool group president Steve Richman, Nadiyah Johnson, who started the Milky Way Tech Hub in Milwaukee, and Laura Gutierrez, executive director of the United Community Center, are among the executives who are new to the Milwaukee Business Journal's 2021 Power Brokers list.

Chief Information Officer, Tim Brown, shares his thoughts for business executives on “future-proofing” their business. Tim’s advice? Learn and fail fast, find and deliver your true value proposition, and treat your data with the respect it deserves.

Read the full article in InBusiness: https://brev.is/RIF2B

Thoughts for business executives on future-proofing a business Tim Brown, chief information officer at Johnson Financial Group, discusses "future-proofing" a business - though that may not mean quite what you'd expect. 

What are you most thankful for today? We’re grateful for our associates, clients and communities.

Wishing you and your loved ones a Happy Thanksgiving!

To help do our part, Johnson Financial Group is proud to donate $500,000 to service organizations across Wisconsin focused on basic needs in our communities. Thank you to United Way for your commitment to making a lasting impact for individuals and families facing hardships.

Read the full story here: https://brev.is/gnIGT

Johnson Financial Group donates $500,000 to United Way organizations across Wisconsin Johnson Financial Group announced today their plan to donate $500,000 to United Way partner organizations across Wisconsin. This gift of $500,000 will be in addition to the dollar-for-dollar company match Johnson Financial Group honors for all associate pledges. Matching funds are allocated to local...

We hope you can join us for Episode 9 of the BizTimes monthly Business Forum featuring Todd Graves, named one of Glassdoor’s top CEOs, on Sept. 8 at 11 AM.

To register: www.biztimes.com/businessforumjfg

Johnson Financial Group has been nominated for the Best of Racine County 2021. Voting is open now through Sept. 12. View the nominations for Best Financial Institution, Best Financial Planning Office, and Best Place to Work, and cast your vote here: https://brev.is/TKBrs

By clicking the link above, you are leaving Johnson Financial Group’s page. Johnson Financial Group’s privacy and security policies do not apply to third-party linked websites. Please review privacy disclosures on that site for further information. Johnson Financial Group does not maintain, control, or endorse the content or services in the linked third-party website and disclaims responsibility for content and accuracy of information or any products or services available therein. Further, Johnson Financial Group is not liable for accessibility or availability of content.

We’re proud to share Johnson Financial Group has been nominated for the 2021 Best of Kenosha County.

Voting begins today (Aug. 23) through Sept. 12. View the nominations for Best Financial Institution and Best Financial Advisor and cast your vote here: https://brev.is/rXSrg

By clicking the link above, you are leaving Johnson Financial Group’s page. Johnson Financial Group’s privacy and security policies do not apply to third-party linked websites. Please review privacy disclosures on that site for further information. Johnson Financial Group does not maintain, control, or endorse the content or services in the linked third-party website and disclaims responsibility for content and accuracy of information or any products or services available therein. Further, Johnson Financial Group is not liable for accessibility or availability of content.

Best of Kenosha 2021 Check it out now!

CEO Jim Popp joined Milwaukee Business Journal’s Executive Insights where he thanks JFG associates for stepping up to the plate to serve clients and the community during the pandemic.

Hear Jim’s take on leading a local, family-owned business and what’s on the roadmap for the rest of 2021. https://brev.is/tGHBQ

Executive Insights with Jim Popp Kira Lafond, Milwaukee Business Journal Publisher is joined by Jim Popp, President & CEO, Johnson Financial Group who lauds the bank’s employee group, and expresses his gratitude for bank’s position as an essential service provider during the pandemic.

The last year has changed how we all think about work — even those at the top. Johnson Financial Group CEO Jim Popp and two others sat down with Milwaukee Journal Sentinel to discuss how they instilled confidence in the workforce, worked through difficult decisions and what they learned about their leadership in 2020. Read more here: https://brev.is/32fsO

Top Workplaces 2021: Q&A with three CEOs who were recognized for their leadership during a challenging year Three executives were recognized with a special award for leadership in the 2021 Southeastern Wisconsin Top Workplaces. This year the winners for leadership are: Jim Popp, CEO of Johnson Financial Group, recognized for large employers, Susan Lovern, von Briesen & Roper s.c for midsize companies and....

While 2020 was certainly a year to remember, we move forward in 2021 with pride and optimism in hopes of brighter days ahead. Review our Annual Report to learn more about our commitment to connecting with our clients and our communities. https://brev.is/V0dDw

As the global pandemic impacted our world, we acted quickly to meet the needs of our clients. Learn more about how you can navigate this new world through educational resources and digital advancements. https://brev.is/XSaEU

For 50 years, we’ve dedicated ourselves to the communities where we live and work through local business investments, philanthropic contributions and volunteer service. Learn how we’re strengthening our community partnerships and our commitment to giving where the need is greatest. https://brev.is/45iId

Happy Employee Appreciation Day! Grateful to be part of a team where each and every person has the opportunity to make a difference for our clients and our communities.

To learn more about Johnson Financial Group's culture and unique story: https://www.johnsonfinancialgroup.com/about-us/our-history/

The holiday shopping season may look different this year. Reduce your stress with these tips to stay safe and secure while staying focused on your long-term financial goals.

https://brev.is/t4jhL

Is refinancing your mortgage worth it? Find out by using this calculator to determine your total cost and savings. https://brev.is/BHsoU

Calculators | Johnson Financial Group Mortgage This calculator will help you determine if you should refinance your current loan

Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business. We recently hosted a webinar with Husch Blackwell focused on the planning and ex*****on process for transitioning closely held businesses. Listen here:
https://brev.is/Nn067

Succession Planning: Making the Inevitable Your Masterpiece Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business. Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ens...

What led to the nationwide coin shortage? The short answer is the COVID-19 pandemic, but the full explanation is more complex. Learn more about what you can do to help. https://bit.ly/2Qv3GKX

Navigating the Nationwide Coin Shortage Perhaps you have noticed a coin shortage recently when shopping at a grocery or general merchandise store such as Target or Walmart. If you own a laundromat, gas station, restaurant or convenience store, you definitely are aware: coins of all values have recently become extremely scarce nationwide ....

Johnson Financial Group continues to invest in Milwaukee. Read more about the exciting plans to move Milwaukee offices to Cathedral Place from CEO Jim Popp in Milwaukee Business Journal. https://brev.is/bIns6

Johnson Financial Group to move Milwaukee offices to Cathedral Place Johnson Financial Group plans to establish a new flagship office in Milwaukee in the space Husch Blackwell is vacating when it moves to the Huron Building. The Racine-based financial services firm signed a lease at Cathedral Place, 555 E. Wells St., and will consolidate its two downtown Milwaukee lo...

Johnson Financial Group's CEO Jim Popp recently joined an episode of the GoGedders Podcast to share what’s happening behind the scenes in the financial industry. Hear Jim’s perspective on stimulus packages, PPP loans, the upcoming election and the markets. https://brev.is/Wp4UN

What's going on in the financial markets right now with Jim Popp of Johnson Financial Group CEO Jim Popp joined a recent episode of the GoGedders podcast to share his thoughts on financial topics such as stimulus packages, PPP loans, the upcoming November election and the markets. To learn more about what’s happening behind the scenes in the financial industry during Covid-19, listen to ...

Kathy Ciszewski - Private Banking, CFP, CEP NMLS# 565012 updated their phone number.

Now could be a great time to refinance your home. If you’re curious about the benefits of refinancing, check out this helpful guide. https://brev.is/mgl3p

Refinance Refinancing your home loan may help you lower your monthly payments, reduce your total financing amount, put the equity from your home to good use, or remove a borrower from the loan.

How should investors react to the ups and downs of the market we are experiencing? Johnson Financial Group CIO Brian Andrew makes the case for lessons to be learned from mountain biking in our latest investment commentary, “Double Tops in Mountain Biking and the Market.” https://bit.ly/32mYQEX

Double Tops in Mountain Biking and the Market Before the development of carbon fiber, shocked forks and fat tires, I was a mountain biker, at least the version of that you can be in the Midwest. Last week, the S&P 500 Index revisited and slightly exceeded the all-time high reached in February. Market technicians call that a “double-top.” An...