Warfare In Washington

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All hell has broken out in DC. Civility has left town as have concerns about what is best for the country. The latest example of this trend – the ongoing battle to raise the deficit ceiling. In this podcast Andy Willms, President and CEO of The Milwaukee Company, talks about what the current feud could mean for your portfolio. 

Hedging Your Bets

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Gamblers are known to take some risk off the table by hedging their bets. Many investors have also adopted the practice, with mixed success. In today’s podcast Andy discusses the pros and cons of hedging investments in publicly traded securities, and The Milwaukee Company’s new Smart Market Beta Strategy, a quantitative, rules-based approach for hedging market risk.

Economic Update

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In this week’s Market Commentator weekly podcast, Jake and Andrew Willms discuss the current state of the U.S. economy, and what an eventual cooling off might mean for the stock and bond markets

Third Quarter Outlook

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In this week’s podcast, The Market Commentators look back on what transpired in the stock and bond markets in the recently concluded quarter 2 and offer some thoughts on what to watch out for in Q3 and the rest of 2021.

Goals-based Investing

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In this week’s podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children’s education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.