Filbrandt & Company Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
TIAA to Pay Fine for Encouraging Higher-Fee Accounts
TIAA has been a primary investment provider in university retirement plans since 1918. Their reputation as a trusted adviser has led them to servicing the accounts of numerous educators and...
Market Update Vlog: What is Your Retirement Benchmark?
Steve Hoffman, CFA® discusses the value of investment benchmarks when measuring the success of your university retirement portfolio. Watch the video below or read the full report (here). -TRANSCRIPT- Hello, I’m...
Filbrandt Vlog: Biden's Tax Plan, Part I
James Haygood, Principal and Client Development Executive, offers insight into the new administration's proposed tax plans, including changes to the federal income tax and estate tax. Watch the video below or...
Filbrandt Vlog: Biden's Tax Plan, Part II
Noah Tostrud, CFP® delves into part two of the new administration's proposed tax plans, including a two-pronged change to the federal estate tax. Watch the video below or read the full report...
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...