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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
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. […]