August 18, 2021Watch our informational webinar on our internally managed Discovery Stock Portfolio lead by our Portfolio Manager, Joshua Preiss, CFA.
July 20, 2021Watch our informational webinar with guest speakers and our internal portfolio managers discuss the post-pandemic economy and what is ahead for this year.
June 18, 2021In recent economic commentaries, districts across the country reported rising labor costs and input costs, signaling the potential for higher inflation in the near and intermediate-term. Read this economic article written by our internal Portfolio Manager, Joshua Preiss, CFA® on the current inflation environment.
May 20, 2021The Centers for Disease Control (CDC) released updated masking guidance that fully vaccinated individuals no longer need to wear a mask. See our updated policy for our office.
March 19, 2021View the highlights to the IRS's Federal Income Tax Deadline changes.
February 11, 2021Watch our Executive Team provide an informational webinar on Investing During Uncertain Times where they discuss the State of the Market, 2021 Outlook and Investing Strategies.
January 9, 2021Listen in to Joshua Mersberger as he is featured as a guest speaker on an episode of the "Insurance Smart" Radio Show with one of our professional partners Larry Goebel from Goebel Insurance discussing Disciplined Investing: How to stay rational in an irrational world.
November 12, 2020Watch our Executive Team provide an informational webinar on the 2020 Economic and Market Update where they discuss the post-election update, COVID-19 vaccine update, outlook for economy and markets and Q3 market review.
November 2, 2020As investors gauge the potential ripple effects of the 2020 election, we focus on the three dimensions we believe will be most critical to real assets and preferred securities: fiscal relief, taxes and infrastructure spending. Source: Cohen & Steers
August 12, 2020The US dropped the gold standard in 1971. At the time news outlets and market commentators were predicting financial doom and they recommended their viewers buy gold. Read this article from our Portfolio Manager Jon Dudzinksi on the historical perspective of gold and inflation.
August 7, 2020Watch our Executive Team provide an informational webinar on the 2020 Second Quarter Recap where they discuss the Market Recap and Outlook, State of the Economy, Planning Opportunities and answer Q&A.
July 31, 2020Governor Tony Evers has issued a statewide face mask mandate. Learn how that affects our clients visiting our office.
July 6, 2020We are excited to announce we have started implementing our July 2020 Reopening Guidelines.
June 30, 2020Andrea Zoeller, CFP® hosted with the Greater Green Bay Chamber an educational webinar. Watch the recording here and learn takeaways you can begin implementing in your financial life.
June 10, 2020As this article indicates, there are encouraging signs of recovery in the US and other major developed countries' economies.
June 3, 2020During turbulent times, we are focused on providing guidance and advice to help you navigate the uncertainty. At times, the best course of action is to remain disciplined to your long-term plan.
May 21, 2020
With the recent overturning of Wisconsin’s Safer at Home order, local counties and municipalities are releasing their economic reopening plans. With this information now available, Mersberger Financial Group and M Squared Advisory Group wanted to update our clients on our reopening plan.
Update: Effective July 27, 2020 the Executive Team has elected to pause our office reopening plan in the second phase (beginning July 6th). Our first and foremost priority is the health and safety of our team and clients. We will reevaluate our reopening process on a continuing basis as the data evolves and we hope to normalize our operations as soon as possible.
May 13, 2020During this time of volatility in global markets, we wanted to share some insights to reassure you that we are closely monitoring the situation. This latest economic update features: Current US Economic Environment, Fiscal Stimulus, Monetary Stimulus, Peak in New Coronavirus Cases, Plan to Reopen the Economy, Length of Time for Economy to Normalize and more.
May 6, 2020Watch our Executive Team provide an informational webinar on Navigating the Impact of COVID-19 while they discuss the State of the Market, Government Interventions, Opportunities and answer Q&A.
April 29, 2020While the times we are facing are uncertain, updating or completing your estate plan can offer you some peace of mind. Here are a list of items to consider as you navigate your Estate Planning process.
April 22, 2020The US government and Federal Reserve have realized the magnitude of this crisis and have responded with stimulus measures. Here are important businessowner resources that are available.
April 15, 2020The Internal Revenue Service (IRS) has updated additional tax deadlines. Here are the important updated dates.
April 8, 2020Since 1929, we have seen multiple bear markets and although each bear market has been caused by different events, history shows us that following each unprecedented bear market, a subsequent bull market has happened. Let's focus on what the history of the markets can teach us in terms of investing for the long term.
April 6, 2020Are you 70 1/2 or older? Under the new CARE Act, you may have opportunities available to you with your Required Minimum Distributions (RMDs).
April 1, 2020We want to make you aware of several financial opportunities that may exist for some of you due to our current market situation.
March 25, 2020During turbulent times, we are focused on providing guidance and advice to help you navigate the uncertainty. Also, here is information regarding the latest Tax Filing Extensions.
March 22, 2020For 26 years, we have been focused on providing the highest level of expertise and service regardless of world events and market conditions; now is no different. Therefore, in light of the continued concerns about the spread of COVID-19 (Coronavirus), we have implemented the following.
March 19, 2020During this time of volatility in global markets, we wanted to share some insights to reassure you that we are closely monitoring the situation.