Articles

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…

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…

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…

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’…

For What It’s Worth is an occasional look at the meanings and origins of words and expressions investors may run into. By Joel Dresang What’s commonly called the Beige Book is formally known as the “Summary of Commentary on Current Economic Conditions by Federal Reserve District.” And that’s a better description. The report, from the…

By Brian D. Kilb A few years back, I visited with a prospect who asked (based on The Number from his accumulated savings) how much he might expect to draw in retirement.  The figure I gave him was less than he hoped for, and the meeting ended right there. When I walked him to the…