Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Investor beware: Bright, shiny headlines are not always as they appear
Welcome to the information age! We can probably find out anything we want to on the internet. Millions of pages of infor…
Market Sound Bite: The Power of Staying the Course
The quick and robust stock market recovery during the first quarter of 2019 brought relief to investors, who once again …
The Rearview Mirror Fails in Constructing Portfolios
But Diversification Saves the Day It is often said that investors like to drive by looking in the rearview mirror. This …
Business Culture — Why Core Values Matter
“What we’ve learned is that the soft stuff and the hard stuff are becoming increasingly intertwined. A company’s values …
A Financial Management Guide for Executive Women
Approximately 60% of the nation’s wealth is controlled by women. These women may be corporate executives, mid-level mana…
The Basics of Socially Responsible Investing (SRI)
What is SRI? Socially Responsible Investing (SRI) is an approach to investments that take into account environmental, so…
Teams: Not Just For Sports
Teams are a constant in peoples’ careers across industries, levels, and types of jobs. That’s because most every role re…
What Just Happened? | The Fiscal Cliff Deal and You
Over the Fiscal Cliff and back again, all during the holiday. Well, in case you missed it, this week saw the US go over…
Tips for Controlling Spending
Review, Simplify and Have a Plan As we approach year-end, now is a great time to take an assessment of your financial si…