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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Past Articles
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)…