Walkner Condon Financial Advisors

Framed by recent lessons in stock and market volatility from GameStop and the Wall St. Bets subreddit saga, Keith and Stan from Walkner Condon's international team walk through the concept of factor investing, its role in diversification and risk management, and how it can be applied. --- Send in a voice message: https://anchor.fm/walkner-condon/message

It's been just over a year since Wisconsin recorded its first case of the coronavirus. Clint and Mitch cover everything we've learned since then, including how the record-highs for the market we're currently seeing are far from what they expected at this time in 2020, when the impact and duration of COVID-19 were still unknown. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The question on everyone's lips is "What is going on with GameStop?" In this podcast, Keith, Clint, and Stan describe what "shorting" a stock is, what a short squeeze is, and why the concerted efforts of Redditors have put a short squeeze on GameStop and driven up the price an incredible amount in a short time. From there, they look back at the (not so) recent history of the market and discuss this in the context of the dot com boom of the late 90s—along with analyzing some of the more nefarious activities of traders and speculators in that era. Finally, the three explain why this trade should be avoided (both for financial and legal reasons) and explain the SEC's reputation and history on cracking down on some of these sorts of market manipulations... --- Send in a voice message: https://anchor.fm/walkner-condon/message

With the second stimulus bill recently passing, Anna Lautenbach, CFP®, MAcc, EA, jumps back into the booth with Clint to break down some of the key takeaways from the new package, including the second round of stimulus payments, updates to the Paycheck Protection Program, and other tax impacts of the legislation. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Keith welcomes Syl and Stan into the booth to examine two emerging places for US expats, France and Portugal. With Syl's French roots and Stan's knowledge of Portugal from his time living there, the duo compares and contrasts each country's case for attracting U.S. retirees. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint's one-hit wonder Christmas song podcast is no more, as he's back in the booth for the now-annual episode. Featuring insight from the rest of the Walkner Condon staff, this year's episode seeks to identify the best songs in various Christmas song categories. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Ahead of a big surgery, Nate visits with Clint to provide an update on his health progression and delves into the finer points of holiday decorating. --- Send in a voice message: https://anchor.fm/walkner-condon/message

The 2020 presidential election is in the books – well, kind of. With the results still being contested, Jon and Clint use the 2000 election as a reference point in looking at how the markets have fared over the last week and what might be on the horizon. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Jonathon is back in the booth with Brendon DeRouin to discuss utilizing insurance to manage risk and any of the changes that we can look forward to in the future. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Clint & Mitch are in the booth this week to share some exciting news... Mitch passed his CFP Board Exam! In this episode, they break down what being a Certified Financial Planner means and how that expertise benefits Walkner Condon clients. (And, in case you're counting, that brings Mitch to not one, but two designations he can put after his name!) --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint and Mitch dive into Vanguard's 2020 edition of "How America Saves". They discuss how people are saving for retirement through their employer plans, 401(k) plan design, and how automating your savings and investment strategy can pay off over the long haul. --- Send in a voice message: https://anchor.fm/walkner-condon/message

We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Stan Farmer, CFP®, Clint and Keith talk with him about his background living abroad in Angola, Portugal, and Dubai, his experience as an expat financial advisor, and his new role as Director of International Financial Planning at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

We have a couple of very exciting additions at Walkner Condon this week! In this introductory conversation with Syl Michelin, CFA®, Clint and Keith talk with him about his background as a French native and expat financial advisor, and his new role as Director of Portfolio Strategy at Walkner Condon! --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Mitch is in the booth with Eric Sharpf, VP of Business Development at Automation Arts, a company specializing in home and business technology integration in Madison. The necessity of working and learning from home this year has meant that many of us have had to stretch the limits of our technical expertise. In this episode, Eric shares some tips for making your home a bit more Zoom call-friendly! --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint and Keith are joined by Jason Buckley, President of Select One Mortgage, to get into the nitty gritty details of refinancing your home in the current refi boom. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint & Keith talk about the supply of safe assets for investors and the work of Harvard economist, Emmanuel Farhi. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Clint and Mitch speak with Rod Crandall, insurance guru, on how life (and other forms) of insurance will change post-COVID. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Keith Poniewaz and Clint Walkner are podcasting remotely to discuss investing and the US Dollar. --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week, Nate and Clint are back to podcasting remotely! Nate reveals the reason why he's currently working from home-- the life-altering health scare that is necrotizing pancreatitis. --- Send in a voice message: https://anchor.fm/walkner-condon/message

Mitch and Jonathon are in the booth this week to talk about financial planning, estate considerations, and insurance for children with special needs and their families. Thanks to the Walkner Condon client and listener who requested a podcast on this topic! If there's a financial topic that you're curious about, let us know at info@walknercondon.com. --- Send in a voice message: https://anchor.fm/walkner-condon/message