Kowal Investment Group named to America’s Top RIA Firms list by Forbes
We are excited to announce our firm has been named to the Forbes list of America’s Top RIA Firms of 2023. Th …
5 Reasons Women Need to be Involved in Financial Planning
It’s Women’s History Month,
so we are taking a moment to reflect on some of the milestones for women in f …
9 Key Impacts of the SECURE 2.0 Act
The Setting Every Community Up for Retirement Enhancement Act is now law. On December 23, 2022, Congress passe …
5 Tips to Keep Family Wealth in the Family
Building a comfortable life for the ones you love takes years of hard work, dedication, and sacrifice. For man …
3 Tips to Find the right FA to Stress Test Your Financial Plan
Stress testing is a process completed by a Financial Advisor that evaluates and assesses to see if the current …
Jeff Kowal Named a Top Financial Advisor by Barron’s for Seventh Consecutive Year!
Jeff Kowal of Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2020 …
4 Tips to Help You Navigate Volatile Markets
As history shows us, ups and downs of the market are inevitable. However, in the moment, volatility is scary a …
What To-do if the Terms of Your Retirement Plan Change
Are pension plans becoming a thing of the past? According to the Pension Rights Center, only 13% of private-se …
Is It Time to Fire Your Advisor?
Is the relationship with your financial advisor working or are there some signs that are making you feel like …