It's Financial Literacy Month | Jump-Start Your Child's Retirement | How to Reduce Premiums on your Marketplace Plan
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Newsletter | April 2021
Shakespeare SnowTeam

Team Time

With April being FINANCIAL LITERACY MONTH, Nick of our Shakespeare Financial Literacy Team has listed book suggestions for you in his Tip of the Month (Happy Reading!). 

P.S.  You can also read this
CNBC article quoting Brian Ellenbecker here!

Here’s how to handle the complicated rules for an inherited 401(k) or IRA


Recent Blogs | View From The Lake

Roth IRA | Shakespeare Wealth Management | Ryan Rink

Jump-Start Your Child's Retirement with a Roth IRA

Marketplace Premiums | Brian Ellenbecker | Shakespeare Wealth Management

How to Reduce Premiums on Your Marketplace Plan

Nick Ziarek | Tip of the Month | Book Recommendations | Shakespeare Wealth Management

In honor of April of being Financial Literacy Month, here are a few of our favorite books on finances and markets:

  • The Psychology of Money by Morgan Housel:  A collection of short stories exploring the interaction of money and how people behave is an enjoyable read that’ll keep you turning the page. “Financial success is not a hard science. It’s a soft skill where how you behave is more important than what you know.”
  • The One-Page Financial Plan: A Simple Way To Be Smart About Your Money by Carl Richards:  An easy read by the Sketch Guy columnist appearing weekly in The New York Times, Carl helps you focus on the big picture, prioritizing what is important to you and how to get there even when things go off the tracks.
  • A Random Walk Down Wall Street by Burton Malkiel:  A classic in investment literature, this book popularized the idea of passive index investing built on the foundation that no one can predict the market’s ups and downs and that it is simply a random walk. Over the years, new editions have tackled behavioral finance, factor investing, cryptocurrencies, and robo-advisors in addition to the original theories on stocks, bonds, home ownership and real estate investments.
  • When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein:  An inside look into the rise and fall of Long-Term Capital Management. LTCM was led by some of the brightest and best minds on Wall Street – including Nobel Prize winning economists – proving that egos can be too big and mathematical certainties can fail. If not for the Federal Reserve stepping in to organize a bailout, it is believed the collapse of LTCM would have crippled the global markets.


Kevin's Covid Corner

Shakespeare is open for business and ready to meet with you in the office!! Your Shakespeare adviser will be reaching out in the coming months for your regularly scheduled financial review. If you want to see us sooner, just let us know; and we’ll get a time on the calendar for you to come in. Of course, Zoom meetings will always be an option; and we’ll continue to use virtual sessions to connect with you throughout the year.

As of May 1st, the Shakespeare team will all be together again in our newly renovated office, the first time since last Spring. Gone are the days of working from home (for the most part) and back are the days of connecting at the water cooler with colleagues and team members being subjected to my bad jokes.

Up Next

Please join us for these upcoming events!

Sign Up Now!

Saturday, May 22nd

American Lung Association's Fight for Air Climb at American Family Field (Miller Park).

Please join our team in climbing outside for the shared challenge, for the camaraderie, and for a world free of all lung disease (including COVID-19).

Shakespeare will pay entry fees for the first 20 team members to sign up here.

Reach out to or 262-814-1600 for the discount code.
Fight for Air Climb | Team Shakespeare | Shakespeare Wealth Management
Saturday, June 19th - 8:00 am

Hope Street Ministry's
Hike for Hope at Nashotah Park.

At this year's hike, our team will get to hike with a Hope Street community member. You'll have a chance to hear their story, ask questions and begin to see the transformative nature of a place like Hope Street.

Family members, friends and dogs are welcome to join our team!

Please RSVP to
Hope Street Ministry | Hike for Hope | Team Shakespeare | Shakespeare Wealth Management
Thursday, July 15th 3-6pm

Shakespeare's Blow-Out Summer Party and Shred Event at Pewaukee Yacht Club!

  • Pontoon Boat Tours of Pewaukee Lake!
  • Good Food!
  • Good Drinks!
  • Great Friends!

Please mark your calendars now! RSVP to
Shakespeare Wealth Management | Summer Shred Party | Pewaukee Yacht Club
We continue to work out the details for our new Second-Opinion Program. It will provide a free opportunity for your friends and loved ones to see if they are missing any financial planning opportunities, and to help identify any gaps that need to be filled.

Out and About
Brittany Wiedmeyer | Milwaukee Brewers | Shakespeare Wealth Management
Brittany and her family celebrating her mom's birthday at the Brewers Game!  Happy Birthday Mom!
Kevin Reardon, CFP | Book Recommendations | Shakespeare Wealth Management
As part of Financial Literacy Month, Kevin wanted to share with you his book recommendations:  
The Automatic Millionaire
2.  Your Money or Your Life
3.  The Richest Man in Babylon
4.  The Millionaire Next Door
Kevin Reardon | Shakespeare Wealth Management
Kevin and friend Steve downhill skiing in Park City, Utah.
Brian Ellenbecker | Cutest Kitty | Shakespeare Wealth Management
Anybody else think Brian's kitty needs her own Facebook and Instagram? This is extreme cuteness overkill!
Colleen Schoenike | Shechem at Hope Street | Milwaukee
Ryan's March Madness Television Setup. Can anyone relate?
Colleen Schoenike | No Worries. None. | Shakespeare Wealth Management
Colleen and her beautiful friend Laura, sporting their "No Worries. None." caps in memory of Laura's fun-loving niece, Marleh Lehman.