Range of Uncertainty

Maggie Mayer Miscellaneous

We continue to see much uncertainty in how the pandemic is going to end. Even though this is contrary to what the news might have you believe, this is to be expected. People have guesses, but no one really knows with a great amount of certainty. Read All

Investing Thoughts

Maggie Mayer Miscellaneous

We have spoken with many business owners throughout this pandemic. One thing is certain. Change is happening. Businesses are rolling up their sleeves and adjusting quickly to recent events. Unfortunately, there will be companies that do not survive or will be a relic of their previous self. Others will not only survive but will get stronger. The end result will be dependent partially on skill and partially on luck. Read All

Volatile Markets: Don’t Rely on Headlines for Guidance on When to Invest

Maggie Mayer Miscellaneous

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let's wait until it's over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to sell most of their holdings near the peak. However, timing the market is essentially an impossible task as the chart on this page illustrates. Read All

Seen your Shadow?

Maggie Mayer Miscellaneous

Every year in February, the public anxiously watches on Groundhog’s Day as Punxsutawney Phil (yes the groundhog) tries to find his shadow. If he sees it, then six more weeks of winter are ahead of us. If he can’t see his shadow, then early spring awaits. As you would expect, the groundhog’s record of predictability is poor at best. However, our feelings are nonetheless affected on the results. “Groundhog didn’t see his shadow. YES, early spring!” Read All

Coronavirus tax relief

Maggie Mayer Miscellaneous

On March 27th, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law in order to help deal with the pandemic. Given the short time from drafting to passage, there are still many details being ironed out regarding implementation. Read All

2020 First Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

Our Response to Stay-at-Home order

Maggie Mayer Miscellaneous

Wisconsin Gov. Tony Evers has issued a stay-at-home order to Wisconsinites to fend off the coronavirus outbreak that is ravaging populations worldwide. The governor’s order will require nearly all workers in our state to work remotely and goes into effect on Wednesday March 25, 2020 at 8 AM and last 30 days. Read All

Fear is Normal

Maggie Mayer Miscellaneous

“I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear.” – Nelson Mandela Read All

Mr. Market

Maggie Mayer Miscellaneous

No one can predict the short-term future with much accuracy. The last few days are just another example. How quickly life can change for the whole world. To put this into context, during the last five trading days, we had the three worst and two best trading days we have seen in the last ten years. Read All

Office Update and Service Continuity

Maggie Mayer Miscellaneous

The market trumoil continues as the country grapples with the COVID-19 outbreak and institutions take additional precautions and focus on business continuity plans. Read All