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Bonds Had a Tough Quarter. Here Are Some Steps to Help Them Get Back on Track

Bonds Had a Tough Quarter. Here Are Some Steps to Help Them Get Back on Track

by edwardss | May 10, 2022 | Family CFO, Financial Education

Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio over the last year. I understand why investors are...
CWCJ Newsletter Q1 2022

CWCJ Newsletter Q1 2022

by edwardss | Mar 30, 2022 | Compardo, Wienstroer, Conrad & Janes

Click the title above to read the CWCJ Newsletter.
Q&A with Jennifer O’Connor – Compardo, Wienstroer, Conrad & Janes’ New Senior Advisor

Q&A with Jennifer O’Connor – Compardo, Wienstroer, Conrad & Janes’ New Senior Advisor

by edwardss | Mar 8, 2022 | Compardo, Wienstroer, Conrad & Janes

March is Women’s History Month. It’s a time to recognize the groundbreaking achievements of women, particularly in male-dominated industries like financial services. In that spirit, we are happy to highlight our latest addition to the team, Senior Advisor Jennifer...
The Complexities of Co-Parenting: Navigating the Division of Expenses After A Separation or Divorce

The Complexities of Co-Parenting: Navigating the Division of Expenses After A Separation or Divorce

by edwardss | Feb 23, 2022 | Compardo, Wienstroer, Conrad & Janes, Financial Education, Money & Life

By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical that each parent considers as many expense...
Compardo, Wienstroer, Conrad & Janes Adds Family Office Strategist

Compardo, Wienstroer, Conrad & Janes Adds Family Office Strategist

by edwardss | Jan 31, 2022 | Compardo, Wienstroer, Conrad & Janes, Family Office

At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs. In that spirit, we are thrilled to announce...
CWCJ NEWSLETTER Q4 2021

CWCJ NEWSLETTER Q4 2021

by edwardss | Dec 29, 2021 | Compardo, Wienstroer, Conrad & Janes

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