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The Capital Group
406 Science Dr. Ste 310
Madison, WI 53711

Tel: 608-268-5100
Fax: 608-287-3056

Webinars

Tuesday, April 9, 2024

 

Monday, April 8, 2024

And…we’re back! A few weeks back I started a series of letters called “Questions You Were Afraid to Ask.” In this series we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to...

 

Monday, April 1, 2024

A few weeks ago, I started a series of letters called “Questions You Were Afraid to Ask.” Each week, we look at a common question that many investors have but feel uncomfortable asking. When it comes to your finances, the only bad...

 

Monday, March 25, 2024

A few weeks ago, I started a new series of letters called “Questions You Were Afraid to Ask.” In this series we look at a common question that many investors – especially new investors – have but feel uncomfortable asking. Because when...

 

Tuesday, March 12, 2024

I recently started a new series of letters called “Questions You Were Afraid to Ask.”  Each month, we will look at a common question that many investors have but feel uncomfortable asking.  Because, after all,...

 

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Tuesday, March 5, 2024

When we were kids, most of us were taught that “The only bad question is the one left unasked.”  As a financial professional, I’ve found that statement to be proven true time and time again.  Every day, my...

 

Monday, March 4, 2024

 

Tuesday, January 9, 2024

2023: The Year in Review Every January, it’s customary to look back on the year that was. What were the highlights? What were the “lowlights”?  What events will we remember?  Most importantly, what did we...

 

Tuesday, October 17, 2023

The markets’ recent performance is based largely on a series of causes and effects, each leading into the next. So, in this message, let’s make sense of what’s going on. 

 

Thursday, September 21, 2023

I wanted to take some time to provide an economic update (in plain English unlike CNBC). You are on a plane, currently descending gradually through the clouds. I’m on the plane, too.  In fact, everyone in the country is on a plane...

 

Thursday, June 29, 2023

 

Friday, May 26, 2023

We are here to not only manage your money, but also to keep you informed and offer perspective in the face of uncertainty. With that in mind, we offer some thoughts about the recent developments of the national debt and the debt ceiling.

 

Friday, May 26, 2023

We are here to not only manage your money, but also to keep you informed and offer perspective in the face of uncertainty. With that in mind, we offer some thoughts about the recent developments of the national debt and the debt ceiling.

 

Wednesday, March 29, 2023

Before we dive in, understand that SECURE Act 2.0 is over 20,000 words long. That means there isn’t room to cover every aspect of the law, and many won’t apply to you anyway. So, what follows is a brief overview...

 

Friday, March 24, 2023

For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of the largest, most storied financial...

 

Wednesday, September 28, 2022

Guest Presenter, Jason Allen of "Go Get Lost...Worldwide Adventures" leads us in discovering different ways to travel and how to "go get lost".

 

Wednesday, August 31, 2022

John Litscher and Kevin Mohr review what has gone on in the markets during the first half of 2022, where we are at "Halftime" and what we could expect going forward.

 

Thursday, May 19, 2022

John Litscher and Kevin Mohr discuss certain challenges retirees face, maily when it comes to income and expenses, and how to plan for these.

 

Tuesday, April 19, 2022

John Litscher and Kevin Mohr discuss the new 2022 tax laws to be aware of.

 

Wednesday, November 17, 2021

Guest speaker, Bill Hewitt, Vice President of Institutional Development at the American Endowment Foundation, gives key insights to Donor Advised Funds

 

Wednesday, June 23, 2021

John Litscher and Kevin Mohr discuss the basics of long term care planning and different types of policies that are available and things to consider when thinking about applying for a policy.