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Market Update Vlog: What is Your Retirement Benchmark?

Steve Hoffman, CFA® discusses the value of investment benchmarks when measuring the success of your university retirement portfolio. Watch the video below or read the full report (here). -TRANSCRIPT- Hello, I’m...

Posted: Apr 01, 2021

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Filbrandt Vlog: Biden's Tax Plan, Part I

James Haygood, Principal and Client Development Executive, offers insight into the new administration's proposed tax plans, including changes to the federal income tax and estate tax. Watch the video below or...

Posted: Mar 04, 2021

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Filbrandt Vlog: Biden's Tax Plan, Part II

Noah Tostrud, CFP® delves into part two of the new administration's proposed tax plans, including a two-pronged change to the federal estate tax. Watch the video below or read the full report...

Posted: Mar 04, 2021

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Filbrandt Vlog: Start with the End in Mind

Recently our CEO, Mike Filbrandt, sat down to share some insightful thoughts about financial planning and "Starting With the End in Mind." You can watch his video below or read the...

Posted: Feb 19, 2021 By Michael Filbrandt

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Letter From the Chairman: “Don’t Look Back; Something Might be Gaining on You.”

The quote above is from Satchel Paige, the first African American baseball pitcher to play in the major leagues. Hired at age 42 by the Cleveland Indians, he has the...

Posted: Dec 29, 2020 By Michael Filbrandt

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Meeting Community Needs: Filbrandt & Company “Moves for A Good Cause”

Supporting the community and employee health and wellness are both primary focuses for Filbrandt & Company.  We are doing our part to promote mental and physical well-being, as well as...

Posted: Dec 18, 2020 By Robert Klitzke

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Find a Need and Fill It

HELPING PROFESSOR ACHIEVE GOAL SEEDS $1 BILLION SERVICE                           Twenty-five years ago, a University of Wisconsin professor and client asked me if we would manage his sizable Johns...

Posted: Oct 08, 2020 By Michael Filbrandt

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Employee Engagement and Safety: Filbrandt & Company Finds Balance For Annual Staff Outing

In the “Coronavirus Era,” it is increasingly difficult, but more important than ever to engage and develop employees.  With the onset of social distancing and safety precautions, many of the...

Posted: Aug 13, 2020 By Robert Klitzke

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Good Planning Anticipates Market Volatility

The Market Reaction to the Coronavirus Emphasizes the Need for Financial Planning The coronavirus has created humanitarian, economic, and emotional concerns. Today, let’s focus on the latter two items, placing...

Posted: Feb 28, 2020