Jeff Kowal Named a Top Financial Advisor by Barron’s for Fourth Consecutive Year

Jeff Kowal of The Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2017 list of Top Financial Advisors in the United States for the fourth consecutive year. He is one of just 18 financial advisors in Wisconsin named to the prestigious list. “To be acknowledged for a fourth year amongst this group of highly‐respected advisors is wonderfully affirming and is extremely gratifying for our entire team,” said Kowal, President of Kowal […]

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1/30/2017 Weekly Market Commentary

  An historic moment for U.S. stock markets… The Dow Jones Industrial Average surpassed 20,000 last week. Barron’s cautioned investors not to make too much of the milestone since, “There are only 30 stocks in the index so each one carries a lot of weight.”1 Regardless of the significance of the Dow’s move, U.S. stock markets generally were upbeat about President Trump’s first week in office. Financial Times reported ‘animal spirits’ – a term British […]

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1/17/2017 Weekly Market Commentary

Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Barron’s reported:1 “The new year began with high hopes, with the bulls expecting the rally that began with Donald J. Trump’s election victory to continue into 2017, while the bears salivated at the opportunity presented by a market that had gotten way ahead of itself. Instead, the market has failed to break up or down…At his press […]

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12/12/2016 Weekly Market Commentary

  Dad: “Fra-gee-lay” …it must be Italian! Mom: I think that says “fragile,” honey. Dad: Oh, yeah.1 This holiday season, investors’ enthusiasm for U.S. stocks has rivaled old man Parker’s passion for his major-award leg lamp in ‘A Christmas Story.’ Last week, three major U.S. indices hit all-time highs.2 Barron’s reported consumer confidence is helping make this the most wonderful time of the year for U.S. stock markets.2 The University of Michigan’s Index of Consumer […]

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11/28/2016 Weekly Market Commentary

  It’s a myth! According to WebMD, the amino acid L-Tryptophan is not responsible for Americans’ post-Thanksgiving food coma. The real culprit is overeating. So, last week’s post-feast sleepiness can be blamed on big appetites.1 Investors also indulged their appetite for risk last week. Barron’s reported:2 “…the stock market sent all four major U.S. benchmarks – the Standard & Poor’s 500, the Dow industrials, the NASDAQ Composite, and the Russell 2000 – to record highs […]

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10/24/2016 Weekly Market Commentary

  “Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were some interesting economic, cyber-security, and consumer developments around the world. Major U.S. stock indices finished the week slightly higher. Experts, cited by Barron’s, suggested markets seemed tired and were waiting for clarity around the U.S. election outcome, Federal Reserve rate increase, and corporate quarterly earnings.1 Across the pond, opposition from Wallonia […]

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Kowal Investment Group brings retirement-focused planning to Madison

MADISON, Wis. (October 7, 2016)―When Jeff Kowal went into business back in 1987, he made the decision that he would concentrate solely on helping his clients plan for and build the retirement of their dreams. Three decades later, Kowal Investment Group is widely recognized as one of the top advisory firms in the state of Wisconsin, and has been instrumental in shaping the post-work financial picture of thousands of families. The firm, which is based […]

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