Where is the money?

It’s a good reminder to be vigilant about where the money in your investment accounts is actually held.

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May 8: Exploring FSG – experience our unique approach to helping you live your great life

Here’s an opportunity to learn more about FSG and the fee-only advantages you’ll experience with us. Open to the public!

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Using “the force” to invest: SRI aligns investments with your values

Socially responsible investing (SRI) has been around for decades with more than $8 trillion invested based on this approach. Read more about SRI.

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Wacth.Listen.Read – November 2016

Here are Justin’s picks for what to watch, listen to and read.

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Your most valuable asset (your career!) – part 1

Understanding your career as an asset may change the way you think about how you manage and invest in it.

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To Your Wealth – July 2015

Read our latest newsletter including these topics:
. Justus Morgan’s monthly To Your Wealth column in the Racine Journal Times – In search of higher returns
. Images from the Financial Service Group Four-Mile Lighthouse Run
. September workshop – Long-term care with Allen Hamm

TYW Update.July2015

Investing 101 – April 16, 2015

Join Justus Morgan and Justin Moilanen for an evening of learning and discussion.

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My pilgrimage to Omaha reinforced a long-term perspective

As  published in The Racine Journal Times | June 12, 2014

Last month, I had the opportunity to travel to Omaha, Neb., for the annual shareholders’ meeting for Warren Buffett’s company, Berkshire Hathaway. So what did I learn (besides the need to pack a blue blazer next year to fit in better with all the investment folks)?Continue reading