New Year, New Review – January 2024

New Year, New Review – January 2024

A new year is always a great time to review your financial goals. Having a plan to follow helps keep investors focused during times of market volatility. Being able to stay the course during good times or bad is half the battle to building long-term wealth. If you have not reviewed your financial picture recently, we encourage you to do so! We are always available for questions or to set up portfolio review meetings. Happy New Year!      

 

Congratulations to KLCM’s newest CFA - Neal Coleman. Neal was honored on Thursday, January 18, at the CFA Milwaukee New Charterholder Dinner. We could not be prouder of this remarkable achievement. Congrats Neal!       
A new year is always a great time to review your financial goals. Having a plan to follow helps keep investors focused during times of market volatility. Being able to stay the course during good times or bad is half the battle to building long-term…
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