Part of The Kowal Way is communicating information that will better enable our clients to prepare for a successful retirement. Whether writing articles, broadcasting radio programs or participating in industry events, our goal is to provide you with the tools and knowledge to accurately address your future financial needs.

NEWS

At the forefront of market news and retirement planning, we keep you informed of what’s going on today.

>Press Releases

Kowal Investment Group Named to the 2017 Inc. 5000 List
Firm recognized as one of the fastest-growing privately held companies in America.
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>Articles

The DOL Fiduciary Rule: What You Need to Know
30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception,
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>Weekly Market Commentary

10/16/2017 Weekly Market Commentary
  There’s a new kid in town: narrative economics. Last week, Richard Thaler was awarded the Nobel Prize in economics.
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RESOURCES

Tap into our many resources to stay on top of trends and changes in the market that might affect your financial future.

>Radio Broadcasts

>Retirement Insights

3 Considerations for Achieving the Retirement Lifestyle and Legacy You Desire
Recent data shows that only 18 percent of adults
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IN THE COMMUNITY

At Kowal Investment Group, we are enthusiastic about community and industry involvement. See what we’ve been up to lately.

July 12, 2017

Family & Closely Held Business Summit
Milwaukee BizTimes

October 17, 2017

Wisconsin Law Journal Roundtable
Madison

October 18, 2017

Wisconsin Law Journal Roundtable
Milwaukee