Category: Uncategorized

  • Holiday shoppers raise economic trend line

    By Kyle Tetting Despite broad portfolio successes, 2019 hasn’t all been good news. […]

  • Business continuity plan notice

    If you have any questions, please contact your financial advisor.

  • Protect your wealth from cyber scams

    Lisa Lewitzke offers tips to guard against attempts to trick you out of financial information. […]

  • Morningstar Client Web Portal

    Through its relationship with Morningstar, a global leader in independent investment research, Landaas & Company can provide clients a private web portal with secure online access to their account information. The portal also offers a secure way for clients and advisors to exchange sensitive documents. For clients who already have a Morningstar web portal, please CLICK…

  • Trusted contacts for your sake

      Beginning Feb. 5, 2018, the Financial Industry Regulatory Authority (FINRA) is requiring member firms, including Landaas & Company, to ask clients for names and contact information of trusted, independent individuals who can be reached if concerns arise about the client. For instance, if associates have trouble reaching a client after multiple attempts or suspect that…

  • When Should I …consider actively managed funds?

    In an ongoing feature, we answer frequently asked questions on when investors should consider taking certain steps toward long-term financial plans. Included here is Mike Hoelzl’s look at when to consider investing in actively managed funds, which includes a link to his look at when to consider passive index funds. […]

  • When should I …take my required minimum distribution?

    As part of a new ongoing feature, we answer frequently asked questions on when investor should consider taking certain steps toward long-term financial plans. Included here is Chris Evers’ advice on taking required minimum distributions from IRAs. […]

  • Financial literacy test – The answers

    Test your financial literacy See how you did answering questions in this financial literacy test devised by researchers at George Washington University and the University of Pennsylvania. The correct answers are in bold. 1. Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much…

  • When Should I …rebalance my portfolio?

    As part of a new ongoing feature, we answer frequently asked questions from investors on when to take certain steps toward long-term financial plans. Included here is Art Rothschild’s advice on resetting the balance of stocks and bonds in your investment portfolio. […]

  • When Should I …start saving for college?

    The sooner, the better. That’s the best approach to any saving plan. Children’s education ranks right after parents’ retirement as an investment priority for families. Factors to consider include: How much you expect college to cost How much of the cost you plan to cover How long until the money is needed How much you…