Welcome to this Three Minute Talk™ for Tuesday, April 2nd, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Just recently, inflation has unexpectedly begun to heat back up, and as a result nearly all investment assets have once again started to turn lower, some strongly and some only modestly. The direction of rates is one of the powerful forces in our system, and it’s worth paying attention to. We do, every day, and I for one think that the Fed may have a big problem on its hands.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

Welcome to this Three Minute Talk™ for Tuesday, April 2nd, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Just a quick check-in today ahead of the mid-April tax filing deadline in a couple of weeks and to let you know that we’re here to help! As much as we all hate to think about it, it’s important to remember that there’s at least one silent partner in your investment accounts, and sometimes two. I’m talking about Uncle Sam and sometimes your particular State’s Department of Revenue.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

Welcome to this Three Minute Talk™ for Tuesday, February 27, 2024 . I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

In case you’re in a hurry, here are three things to know right now: First, the recent hotter-than-expected read on inflation sent a one-day ripple through the markets as fears are growing that the Fed might have to hold rates higher for longer than expected. Second, money market yields continue to hold at annual rates just a tick above 5.00%. That’s healthy and is an attractive alternative to expected returns on some parts of the equity markets that carry a lot more inherent risk. Lastly, there are a lot of choices you can make while crafting your personal financial plan. But I want to pose to you what I think is the most important question to ask.

Alright, let’s jump right in – three minutes starts now.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.