M&I Wealth Management Spotlight
10 Episodes of this Podcast:
Roth IRA Conversions—December 2009
Published: 2009-11-17 14:52:46Steve Cremer, vice president and portfolio manager for M&I Wealth Management, discusses the new 2010 Roth IRA conversion rules.
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Ensuring Sufficient Funds for Retirement or Lifetime Income Stream - October 2009
Published: 2009-09-24 14:57:52Joe Schlidt, regional manager for M&I Wealth Management in southeast Wisconsin, explains how developing a customized retirement plan can support your desired lifestyle by maintaining a steady income flow that keeps pace with inflation and provides a cushion for unforeseen life events.
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What’s Next for the Economy and Markets ---- September 2009
Published: 2009-09-01 15:30:31Sandy Lincoln, Senior Vice President and Investment Strategist for M&I Wealth Management, discusses signs of improvement for the economy and markets, and identifies three key factors necessary to keep this positive momentum.
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Redefining Risk in a Bear Market--March 2009
Published: 2009-02-27 19:43:41Marty O’Grady, portfolio manager for M&I Wealth Management, discusses asset allocation strategies during a bear market.
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Impact of 2008 Election on Estate Planning – December 2008
Published: 2008-12-01 13:40:55Victor Schultz, senior trust counsel for M&I Wealth Management in southeast Wisconsin, offers estate planning ideas based on the results of the 2008 election.
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Impact of 2008 Election on Tax Planning – December 2008
Published: 2008-12-01 13:40:13Victor Schultz, senior trust counsel for M&I Wealth Management in southeast Wisconsin, offers tax planning ideas based on the results of the 2008 election.
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Asset Protection Planning - September
Published: 2008-08-29 14:40:32Joe Schlidt, regional manager for M&I Wealth Management in southeast Wisconsin, explains the basics about asset protection planning to minimize exposure to potential lawsuits or claims by creditors.
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What lower interest rates mean for you - May
Published: 2008-04-30 14:53:44Lina Cicero, private banker for M&I Wealth Management in southeast Wisconsin, discusses the impact of the Federal Reserve’s interest rate cuts on borrowers and savers, and including leveraging equity-linked certificates of deposit as a saving strategy.
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Maximizing Your Charitable Giving #2 - March
Published: 2008-02-28 15:01:59Tim Aik, relationship manager for M&I Wealth Management in southeast Wisconsin, explains the most efficient and effective assets to donate to charity, and provides ideas on structuring your donation to maximize the tax benefits.
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Maximizing Your Charitable Giving #1-March
Published: 2008-02-28 15:01:04Tim Aik, relationship manager for M&I Wealth Management in southeast Wisconsin, explains the most efficient and effective assets to donate to charity, and provides ideas on structuring your donation to maximize the tax benefits.
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