View from the Lake
Where Financial Planning meets the Real World
Saving for a Long-Term Goal (other than retirement)
Having a secure retirement is a long-term goal that all of us have. We put money away consistently into a 401k or 403b with a plan to have a secure future when we are done working. But what about other long-term goals? Do you want to pay for a child’s or grandchild’s education? Do you […] Read More
Large Cap Growth – Beware!
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Wisconsin’s “We’re All In” Initiative to Help Small Businesses
Wisconsin’s “We’re All In” Initiative to Help Small Businesses On May 18, 2020, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. The initiative is a comprehensive effort to help Wisconsin’s small businesses get back on their feet by […] Read More
Are you Getting a Rebate? Where will it be Sent?
Are you getting a rebate and where will it be sent? Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the questions we have been hearing the most are: Am I eligible and where will the payment be sent? Fortunately, the IRS and the Treasury Department […] Read More
CARES Act of 2020 Summary
Overview of the Coronavirus Aid, Relief and Economic Security Act of 2020 (CARES Act) The global impact of the novel Coronavirus (COVID-19) has been significant. This global pandemic, as declared by the World Health Organization, has brought the economies of countries around the world to a grinding halt, as the world comes together to try […] Read More
Make Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move into the peak of the 2019 tax filing season, it’s important to consider what your plan will be for ensuring you pay enough tax in 2020 to avoid an underpayment penalty. Planning your tax payments is especially important if you have an […] Read More
Market Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience, fast and significant declines in the stock market usually don’t last long and have historically been an opportunity for investment. Long, slow, protracted declines in […] Read More
Have US Stocks Risen Too Far and Too Fast?
Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019. This is above historical averages – so should we be concerned the market has advanced too far and too fast? Let’s dig a little deeper for a more complete perspective. The first thing to note is that the last […] Read More
