Welcome
Welcome there is an abundance of resources for you to explore here. We created this site for our clients, friends and associates and of course people looking for a good team to help with their overall wealth management. We welcome you to use the information and apply the information as a valuable and up-to-date resource. Come back often and visit as there will always be something new for you to explore. Enjoy your visit and contact us since there are usually many questions in how to apply what you find to your life and future financial security (262) 782-5900 Ext. 102 or via e-mail at Kenneth.Wolfe@RaymondJames.com.
Helpful Content
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
View all articles 
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.