Q1 Investment Summary
Keith Poniewaz, Partner and U.S. Expat Financial Advisor at Walkner Condon provides the firm's Q1 investment summary. Q1 saw market shifts post-Trump’s inauguration, with US stocks dipping while global...
View ArticleI Bought Stocks: Navigating Tariffs, Volatility, and Market Drawdowns in 2025
Even in times of uncertainty, Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, discusses why diversification still matters in volatile markets and how a long-term view supports...
View ArticleWalkner Condon Financial Advisors has been recognized on USA TODAY’s 2025...
Walkner Condon Financial Advisors is recognized on USA TODAY’s 2025 list of the Top Registered Investment Advisor (RIA) Firms. It ranks #1 in Wisconsin for second straight year and #32 nationally.
View ArticleWhat Is a Work-Optional Lifestyle in Retirement?
Walkner Condon discusses how achieve a work-optional lifestyle in retirement. Build financial freedom to choose if and how you want to work in your next life chapter.
View ArticleWhat Should I Do with My 401k After Leaving a Job?
Uncertain what to do with your old 401(k) after leaving a job? Walkner Condon explains your options to help you make the best financial decision.
View ArticleFinancial Market Uncertainty + Retirement = ???
Uncertain what to do with your old 401(k) after leaving a job? Walkner Condon explains your options to help you make the best financial decision.
View ArticleWhat Is a Donor-Advised Fund? A Guide to Charitable Giving
Learn how a Donor Advised Fund works, the tax benefits, and how to use one for charitable giving. Discover if it’s the right fit for your financial plan.
View ArticleDoes Cryptocurrency Get a Step-Up in Basis Upon Death? | Crypto Estate Tax...
Discover whether cryptocurrency receives a step-up in basis upon death. Learn how crypto inheritance is taxed, key exceptions, and how to plan for your digital assets.
View ArticleWalkner Condon Financial Advisors Acquires King Financial, Expanding to Verona
Discover whether cryptocurrency receives a step-up in basis upon death. Learn how crypto inheritance is taxed, key exceptions, and how to plan for your digital assets.
View ArticleIs Social Security Going Away?
Are you concerned about Social Security going away? Mitch Dewitt explains the facts, future outlook, and how your financial plan can adapt to potential changes.
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