Building a Durable Investment Plan for your Retirement
Chances are, you’ve accumulated various investments over the years in a piecemeal fashion, with new investments made as you had the money. When your investment portfolio was smaller, this strategy…
Understanding ETFs and How They Can Transform your Portfolio
Exchanged Traded Funds (ETFs) have stormed the marketplace in the last 10 years, leaving mutual funds virtually in the dust. So what is an ETF; how does it work; and…
Why High Net Worth Individuals Need an Investment Plan
It’s not uncommon for successful individuals to call on Shakespeare looking for help with their financial plan, while specifically indicating they don’t need help with their investment portfolio. They feel…
Picking the Best Financial Adviser
Fee–Only vs. Fee-Based Advisers There are thousands of financial advisors in the world today, all vying to manage your assets. They have fancy titles, including money manager, financial planner, senior…
The Financial Planning Checklist
Imagine planning a cross country road trip, ala The Griswold Family. You’ll be gone for three weeks, and you’ll drive over 3,000 miles. You’re going to stop at every National…
New Fiduciary Rules and Why Shakespeare is Different
Your phone rings and your broker is on the other line. They talk about recent changes in the market (it’s gone up or it’s gone down) and the need for…
Starting the Conversation: End of Life Planning
One of the most difficult parts of end of life planning is starting the conversation. Talking about death and dying is one of the hardest things we will do with…
How hybrid funds can serve targeted purposes
Source: https://www.financial-planning.com/news/how-hybrids-can-serve-targeted-purposes See Kevin’s take on hybrid funds on Financial Plannings’ Day 7 of their “30 Days: On Navigating The Growing World Of Choices For Client Portfolios” There is no one…
Know Your Numbers: A Guide to Financial Health
Last month I was required to complete a “Wellness Screening” as a part of my annual health insurance enrollment. The goal of the screening was to measure my cholesterol levels,…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260