Filbrandt & Company Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Filbrandt Vlog: Start with the End in Mind
Recently our CEO, Mike Filbrandt, sat down to share some insightful thoughts about financial planning and "Starting With the End in Mind." You can watch his video below or read the...
Letter From the Chairman: “Don’t Look Back; Something Might be Gaining on You.”
The quote above is from Satchel Paige, the first African American baseball pitcher to play in the major leagues. Hired at age 42 by the Cleveland Indians, he has the...
Meeting Community Needs: Filbrandt & Company “Moves for A Good Cause”
Supporting the community and employee health and wellness are both primary focuses for Filbrandt & Company. We are doing our part to promote mental and physical well-being, as well as...
Find a Need and Fill It
HELPING PROFESSOR ACHIEVE GOAL SEEDS $1 BILLION SERVICE Twenty-five years ago, a University of Wisconsin professor and client asked me if we would manage his sizable Johns...
Employee Engagement and Safety: Filbrandt & Company Finds Balance For Annual Staff Outing
In the “Coronavirus Era,” it is increasingly difficult, but more important than ever to engage and develop employees. With the onset of social distancing and safety precautions, many of the...
Good Planning Anticipates Market Volatility
The Market Reaction to the Coronavirus Emphasizes the Need for Financial Planning The coronavirus has created humanitarian, economic, and emotional concerns. Today, let’s focus on the latter two items, placing...
Is Your Financial Puzzle Incomplete?
President's Blog: Comprehensive Planning Spending time with family is a pleasure that we all share. We recently spent several days with my nephew and his family skiing and hiking. ...
"The Good, The Bad, and The Ugly" of The Secure Act of 2020
Chairman's Blog: SECURE Act What you need to know now in order to protect your retirement plan assets from this latest government grab. Call me a skeptic, but whenever the...
Getting Close To Retirement? Opportunity is Knocking...Open the Door!
A Message From the Chairman Many years ago, twelve to be exact, I was meeting with a sixty five year old University professor in her office and she was telling...