Milwaukee Wisconsin Investment Management and Financial Planning http://www.highlandinvestmentadvisors.com Promoting your prosperity, protecting your peace of mind. Fri, 06 Jan 2012 05:02:34 +0000 en hourly 1 http://wordpress.org/?v=3.0.4 http://www.highlandinvestmentadvisors.com/1045 http://www.highlandinvestmentadvisors.com/1045#comments Sun, 01 Jan 2012 05:01:42 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=1045 The Good Old Days?

“The hardest arithmetic for human beings to master,” wrote the great American working man’s philosopher Eric Hoffer, “is that which enables us to count our blessings.” It’s a piece of wisdom worth recalling after another year that has tested the nerve of many investors and prompted questions about what current generations have done to deserve to live in such a tempestuous stage of history. Read More

]]> http://www.highlandinvestmentadvisors.com/1045/feed 0 http://www.highlandinvestmentadvisors.com/942 http://www.highlandinvestmentadvisors.com/942#comments Tue, 11 Oct 2011 19:30:21 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=942 Living with Volatility

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors-feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Acting on those emotions, though, can end up doing us more harm than good. Read More

]]> http://www.highlandinvestmentadvisors.com/942/feed 0 http://www.highlandinvestmentadvisors.com/866 http://www.highlandinvestmentadvisors.com/866#comments Wed, 20 Jul 2011 15:39:27 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=866 Giving Back

Giving back to the community in which we work and live holds importance to us. Adam Drake’s volunteer work at the University of Wisconsin – Milwaukee (UWM) Alumni Association is admirable and noteworthy.

Highland Investment Advisors’ Giving Back: Adam Drake’s Alumni Spirit Runs Deep can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

]]> http://www.highlandinvestmentadvisors.com/866/feed 0 http://www.highlandinvestmentadvisors.com/861 http://www.highlandinvestmentadvisors.com/861#comments Wed, 20 Jul 2011 15:34:48 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=861 What’s the Password? By: Al Young

I recently probated the estate of a young man who died unexpectedly. John was tech-savvy, paid all of his bills online, and received all of his bank statements and investment account statements electronically. The problem was that no one knew his user names or passwords.

Highland Investment Advisors’ What’s the Password? can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

]]> http://www.highlandinvestmentadvisors.com/861/feed 0 http://www.highlandinvestmentadvisors.com/856 http://www.highlandinvestmentadvisors.com/856#comments Wed, 20 Jul 2011 15:30:32 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=856 Business Succession Planning for Family Businesses

The reality is that there is no entrepreneurship gene that is passed down from generation to generation. While any given entrepreneur may have the skills, experience and passion required to make his business successful, there is no guarantee that his heirs will have what it takes, let alone the desire, to successfully pursue the “family business”.

Highland Investment Advisors’ Business Succession Planning for Family Businesses can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

]]> http://www.highlandinvestmentadvisors.com/856/feed 0 http://www.highlandinvestmentadvisors.com/852 http://www.highlandinvestmentadvisors.com/852#comments Wed, 20 Jul 2011 15:27:05 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=852 Financial News vs. Financial Noise

By ignoring overheated headlines, passive investors can ride out bumps in the market that more reactionary investors get stuck in.

Highland Investment Advisors’ Financial News vs. Financial Noise can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

]]> http://www.highlandinvestmentadvisors.com/852/feed 0 http://www.highlandinvestmentadvisors.com/846 http://www.highlandinvestmentadvisors.com/846#comments Wed, 20 Jul 2011 15:25:59 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=846 The Biggest Fund Company You Have Never Heard Of

One mutual fund company rose to the top of nearly 700 companies nationwide last year. For Highland clients, the company’s name is a familiar one. For most other investors, it is one of the largest mutual fund complexes nobody has heard of.

Highland Investment Advisors’ The Biggest Fund Company You Have Never Heard Of can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

]]> http://www.highlandinvestmentadvisors.com/846/feed 0 http://www.highlandinvestmentadvisors.com/474 http://www.highlandinvestmentadvisors.com/474#comments Mon, 18 Jul 2011 20:32:26 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=474 Despite weaker than expected economic data in the US and Europe’s sovereign-debt crisis, equity markets around the world were little changed in the second quarter. Highland Investment Advisors’ 2Q11 Investment Review can be viewed by clicking here.

]]> http://www.highlandinvestmentadvisors.com/474/feed 0 http://www.highlandinvestmentadvisors.com/451 http://www.highlandinvestmentadvisors.com/451#comments Wed, 27 Apr 2011 19:58:56 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=451 Despite Japan, Middle East turmoil and commodity prices, markets had good performance in the first quarter of 2011. Highland Investment Advisors’ 1Q11 Investment Review can be viewed by clicking here.

]]> http://www.highlandinvestmentadvisors.com/451/feed 0 http://www.highlandinvestmentadvisors.com/842 http://www.highlandinvestmentadvisors.com/842#comments Sat, 12 Feb 2011 16:22:06 +0000 HIAadmin http://www.highlandinvestmentadvisors.com/?p=842 Last December, President Obama and Congress acted. They did not let taxpayers face a situation where there was no federal estate tax in December, but there would be a federal estate tax on January 1st with an exclusion of only $1,000,000 and a tax rate of 55%. If that had happened, we might have been reading stories in the newspapers about families who pulled the plug on elderly relatives in December to avoid the estate tax. What a nightmare that would have been! But our leaders did act, and in a surprising way.

Highland Investment Advisors’ Whew! They Didn’t Pull the Plug on Grandma. can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 1 by clicking here.

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