Category: From Mike Francis

As featured in the Milwaukee Business Journal, Francis Investment Counsel is pleased to welcome three new members to its MoneyAdvice@Work® Team.

2017 was a great year for risk takers. A typical balanced portfolio ended the year with a return in the midteens, while many U.S. stock funds returned over 20%.

Besides not saving enough, one of the most common mistakes preventing 401(k) participants from achieving their retirement income goals is failure to pay close enough attention to the performance of their account.

A landmark rule took effect on June 9, changing the way the financial services industry interacts with investors’ retirement accounts.

With billions of dollars worth of asset management fees at stake, a vigorous debate is raging about which asset management strategy is best, active or passive.

When it comes to complex subjects like investing and financial planning, most would benefit from the advice of an experienced professional. Finding the right one, however, is no easy task.

A lifted U.S. stocks and a boost to the typical 401(k) account, don’t count on riding this bull market to financial security in retirement.

With life expectancy stretching into the 90s for many, funding a health savings account to supplement your other retirement savings makes a lot of sense.

Recently, the U.S. Department of Labor announced the most sweeping regulatory reform to the financial services industry in over 40 years.

If you’ve paid close attention to the stock market over the last three years, you may be tempted to doubt one of the most trusted rules of long-term investors: Diversify.