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Posts Tagged ‘investments’

The Scoreboard Doesn’t Lie: The Long-Term Case for Index Funds

By Nick Ziarek | September 20, 2026
Index Fund Image

The Scoreboard Doesn’t Lie:  The Long-Term Case for Index Funds Written By: Nick Ziarek, CFP®, CFA® Twice a year, S&P Dow Jones Indices publishes a report card called the SPIVA (S&P…

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Webinar: Mid-Year Market Updates

By Lauren Loke | April 18, 2022

Presented By: Nick Ziarek, CFP®, CPA Join us to learn more about the current market conditions for mid-year of 2022 in addition to our Shakespeare investment philosophy. Login to Zoom…

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Guest Blog – ‘How To’ Estate Planning for Digital Assets

By Shakespeare | September 28, 2021
Estate Planning For Digital Assets

‘How To’ Estate Planning for Digital Assets By Brenda A. Schlais, Estate and Wealth Planning Attorney at Angermeier & Rogers, LLP     Password Problems A woman, whose husband had…

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