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M&I Wealth Management with Charlie Sykes
Current  Archive  
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Part 3: Silent erosion: How to handle today’s biggest risks to your wealth
Thursday, June 07, 2007 (150 Downloads)


 

Steadily rising costs can make education a significant event even for affluent families. In the final part of this three part series, Jennifer Ridley-Hanson, relationship manager for M&I Wealth Management in Madison, discusses several tax-efficient ways that families can pay for education costs.



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Part 2: Silent erosion: How to handle today’s biggest risks to your wealth
Thursday, May 03, 2007 (510 Downloads)


Healthcare costs are both the greatest and most unpredictable threat to your wealth. In part two of this three part series, Greg Schroeder, senior financial advisor for M&I Wealth Management in Watertown, offers insight on how to effectively manage this risk with careful planning and judicious use of insurance and tax-favored savings vehicles in consultation with your financial advisor.



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Part 1: Silent erosion: How to handle today’s biggest risks to your wealth
Thursday, April 05, 2007 (526 Downloads)


Taxes – they exist in multiple forms – and can pose a major drain to a person’s wealth. In part one of this three part series, Mike Hodan, wealth management consultant for M&I Wealth Management in Milwaukee, offers insight on dealing with tax issues that particularly affect wealthy families, including the Alternative Minimum Tax (AMT), estate tax, and capital gains tax on stock options.



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The Importance of Tax-Efficient Investing
Thursday, March 01, 2007 (599 Downloads)


Bob Zellers, portfolio manager for M&I Wealth Management in Madison, explains the concept of tax-efficient investing. Bob shares common factors that prevent investors from applying tax-efficient strategies, and offers three steps that investors can take to incorporate tax efficiency into their investment programs.

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Retirement savings and income planning strategies
Thursday, February 01, 2007 (570 Downloads)


  Steve Cremer, portfolio manager for M&I Wealth Management in Milwaukee, discusses trends that are altering retirement savings and investment strategies. Steve also discusses the importance of retirement income planning to ensure an individual does not outlive his or her assets.

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What’s ahead for the economy and financial markets in 2007?
Wednesday, December 20, 2006 (1316 Downloads)


M&I Wealth Management’s Chief Investment Officer, Tommy Huie, discusses M&I’s expectations for the economy and financial markets in 2007. He also shares why the new year is an ideal time to reallocate investment portfolios and offers M&I’s asset allocation considerations for 2007.



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