May 2013
Featured in this month’s To Your Wealth: Justus Morgan talks about investment risk for the Racine Journal Times Retirement planning as an expedition? Justus Morgan, writing for Kenosha Prime Magazine,…
Identifying the elements of investment risk
As published in the Racine Journal Times | May 3, 2013 As the stock market losses of 2008-2009 become a distant memory, it’s a good time for a refresher on…
April 2013
Featured in this month’s To Your Wealth: Phishing and indentity theft are the focus of Justus Morgan’s colum for the Racine Journal Times Financial Service Group has safeguards in place…
Phishing for your money
As published in the Racine Journal Times | April 3, 2013 A couple weeks ago I opened an email with the message “Hi Morgan” which I knew was odd since…
March 2013
Featured in this month’s To Your Wealth: There’s no crystal ball for predicting the stock market, but Justus Morgan, writing for the Racine Journal Times, speaks about rebalancing portfolios What…
How to time the market
As published in the Racine Journal Times | March 7, 2013 As stocks continue to increase in value, more people are starting to wonder whether they will continue to rise…
February 2013
Featured in this month’s To Your Wealth: The tough subject of being recently widowed is discussed by Justus Morgan in the Racine Journal Times Mike Haubrich’s groundbreaking work about career…
Actions for the newly widowed
As published in the Racine Journal Times | February 7, 2013 Do you have a relative or close friend whose spouse recently died? You may be in a unique position…
January 2013
Featured in this month’s To Your Wealth: Happy New Year from the team at Financial Service Group Gift exclusion, inheritence, and Warren Buffet are discussed in Justus Morgan’s latest column…
From one generation to the next
As published in the Racine Journal Times | January 3, 2013 Trillions of dollars are expected to be transferred in the coming decades from one generation to another. A common…