In The News

15 Mar 2018

Should you fund a Roth or traditional IRA/401k

Should you be funding a Roth 401(k) or a traditional 401(k) or a Roth IRA?

01 Mar 2018

Getting to Know: Jim Kraeske

When I was little, I wanted to be an astronaut. I mean, how amazing would it be to say you went up in space? Instead, here I am, a financial advisor, and honestly, I love what I do.

13 Feb 2018

Beware Traditional US Bonds

Beware the danger of using traditional U.S. bonds as a hedge in today’s market economy! As you’re likely aware, the past week was pretty eventful for the stock market. One of the main triggers that prompted this activity...

31 Jan 2018

How to Focus on the Right Things in Retirement

Why do we invest?

11 Jan 2018

3 Tips for Handling Investments Among Record Market Highs

How should you be handling your investments amidst these all-time market highs? 

As the Dow ended the week over 25,000, some people have asked me, "Jim, should I be pouring more money into the stock market, specifically...

29 Dec 2017

Are You Making Charitable Contribubtions From Your IRA?

If you are over 70-and-a-half, you should be aware of the power of Qualified Charitable Distributions (QCDs). With QCDs, you can give money directly to church or charity from your IRA or retirement account. This donation,...

04 Dec 2017

Adapt and diversify your portfolio

How can you manage volatility with proper diversification? What is diversification? I believe that most investors, most advisers, most money managers do not truly understand how diversification is supposed to work. It’s...

21 Nov 2017

Kimberly Schlapman on Life, Music & Holiday Traditions + Tax Tips

On this week’s “More Living with Jim Brogan.” we talk with special guest, and good friend, Kimberly Schlapman of Little Big Town about her life, music, holiday traditions, and cooking. Listen to my interview with her HERE.

13 Nov 2017

Mitigating Risks to Your Income in Retirement

The largest mutual fund company admitted it has been surprised by the global economy’s strength this year. That doesn’t mean, however, that it is more optimistic about the investment outlook over the next ten years. “...

03 Nov 2017

Why are so many retirees going back to work?

Four-and-a-half million retired Americans over age 50 have gone back to work or taken on volunteer roles, with another 21 million are ready to join them. Why is this the case? Some want to continue using their talents,...