Broker Check

Current Announcements

Client Communications

The Oracle of Omaha's Perspective on Gold

August 12, 2020

The 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.

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2020 Second Quarter Recap [Webinar]

August 7, 2020

Watch 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. 

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Wisconsin Mask Mandate

July 31, 2020

Gov. Tony Evers has issued a statewide face mask mandate. Learn how that affects our clients visiting our office.

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Coronavirus Reopening Guidelines: July 2020

July 6, 2020

We are excited to announce we have started implementing our July 2020 Reopening Guidelines. 

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Navigating the Uncertainty: What Volatility Can Do For You [Webinar]

June 30, 2020

Andrea 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.

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Economic Recovery During Coronavirus

June 10, 2020

As this article indicates, there are encouraging signs of recovery in the US and other major developed countries' economies. 

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Educational Articles During Coronavirus

June 3, 2020

During 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.

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Coronavirus Reopening Guidelines

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.

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Coronavirus Economic Market Update

May 13, 2020

During 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.

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Navigating the Impact of COVID-19 [Webinar]

May 6, 2020

Watch 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. 

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Estate Planning During COVID-19

April 29, 2020

While 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.

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Coronavirus Update: Businessowner Resources

April 22, 2020

The 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.

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Tax Filing Updates

April 15, 2020

The Internal Revenue Service (IRS) has updated additional tax deadlines. Here are the important updated dates.

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Market Perspectives: Bear Markets and Subsequent Bull Runs

April 8, 2020

Since 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.

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Coronavirus Update: Required Minimum Distribution (RMD) Opportunities

April 6, 2020

Are you 70 1/2 or older? Under the new CARE Act, you may have opportunities available to you with your Required Minimum Distributions (RMDs).

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Coronavirus Update: Opportunities to Revisit Your Strategy

April 1, 2020

We want to make you aware of several financial opportunities that may exist for some of you due to our current market situation.

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Value of Staying the Course and Tax Filing Extension Update

March 25, 2020

During 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.

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Coronavirus Operations Update

March 22, 2020

For 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.

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Coronavirus Market Update

March 19, 2020

During this time of volatility in global markets, we wanted to share some insights to reassure you that we are closely monitoring the situation. 

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Educational Articles

[Invesco] Need some good news? Markets, economy do offer some

May 2020

This crisis has many overwhelming aspects but optimists can find positive developments on many fronts. 

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[JP Morgan] Bear markets and subsequent bull runs

April 2020

Since 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. This isn’t the first bear market we have been through and most likely will not be the last, so it is important to focus on what the history of the markets can teach us in terms of investing for the long term.

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[T. Rowe Price] The high cost of cashing out

April 2020

When the stock market takes a dip, moving to cash can be a tempting option for investors seeking a respite from volatility. However cashing out of a declining market could come at a cost.

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[Vanguard] When markets are jumpy, maintain focus on your goals

March 2020

Investors who jumped ship during volatile times by selling their stock portfolios, would have missed out on impressive gains that followed the declines. View the long-term trend and opportunities that appear. 

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[Vanguard] Understanding market downturns

March 2020

For prepared investors, market downturns can represent great opportunity. First, let's further understand  market downturns and what it means for investors.

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[Vanguard] Beat the short-term market jitters

March 2020

The global stock market drop in late 2018 offered a lesson in investor behavior. What are the costs of abandoning course? 

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[Vanguard] Short-term volatility: What's your move?

March 2020

The current coronavirus outbreak is no exception to volatility. May investors are tempted to "do something". In times of volatile markets, what's the best move for long-term investors?

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