Author: landaasco

  • Talking Money: Quantitative Easing

    To foster financial literacy, we regularly feature discussions on common terms and concepts used in personal finance and investing. Here’s an article from Joel Dresang and Tom Pappenfus on quantitative easing. Central national banks, including the U.S. Federal Reserve, have ways of trying to stir a stagnant economy by encouraging spending and investments. The most…

  • Higher service

    To further enhance its customer service, Landaas & Company has added two new investor associates, Tom Pappenfus and Mike Hoelzl. Tom came to the firm as a summer intern and quickly showed his enthusiasm for financial services and working with clients. “My passion for finance and investing started in high school and continued through college…

  • Summer help

    Over the years, Landaas & Company has employed paid internships to help students learn more about financial advising and investments. So far, three former interns – Adam Baley, Kyle Tetting and Isabelle Denton – have graduated to permanent positions and continue contributing to Landaas & Company – and its clients.  College interns for the summer…

  • Online, en garde

    By Joel Dresang Federal authorities have reported a spike in cases of investors losing money through compromised email accounts. A joint alert from the FBI, the Financial Services Information Sharing and Analysis Center and the Internet Crime Complaint Center says criminals attempted to transfer $23 million in total from investor accounts at various financial institutions…

  • Dining suggestions

    Professionals at Landaas & Company are licensed to provide financial advice. But often we’re asked where to get a bite to eat within walking distance of our downtown Milwaukee offices. Feel free to ask us while you’re visiting, but in case you want to plan ahead, here are some suggestions (Click the name for details.):…

  • College Finance

    Some common vehicles for helping cover higher education costs: Coverdell Accounts Tax-deferred investment growth for education expenses Pros – Can be used for K-12 costs too, wide investment choices Cons – non-deductible contributions limited to $2,000 a year, restricted to income limits ($110,000 for a single tax filer; $220,000 for a married couple in 2015)…

  • Talking Money: Correlation

    To foster financial literacy, our weekly podcasts regularly feature discussions on common terms and concepts used in personal finance and investing. Here’s an edited transcript of a conversation with Bob Landaas and Brian Kilb. Bob: Correlation is the movement of asset prices relative to other asset prices. If an asset class has a high correlation with…

  • Balance for safety

    By Adam Baley My wife recently shared with me a conversation she had with a first grade student who asked her, “What does your husband do?” She replied, “He helps people with their money.” The student thought for a moment and said, “He must help people keep their money safe.” I was delighted at the…

  • Staying the Course

    By Joel Dresang Investors riled by the recent stock market selloffs need to be calm and reasoned, Bob Landaas advises. Bob Landaas talked about the latest financial and economic developments in a call-in program on Wisconsin Public Radio, Tuesday, Aug. 9. To listen, please click here and then press the middle button under Kathleen Dunn’s…

  • Healthy to be Humble

    Humility, in a word, has been the greatest lesson Art Rothschild has learned in more than 20 years of advising investors. In his latest monthly feature for the Racine Journal Times, Art says it is a concept he has witnessed and strived for throughout his career as vice president at Landaas & Company. “Being ‘humble’…