Andrew Opdyke, CFA(R), a Senior Economist with First Trust took a look back at the markets and economy in 2022 and discussed First Trust's outlook for 2023 covering topics such as inflation and employment. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew regularly presents economic commentary to financial professionals, CFA Societies, and Financial Planning Association (FPA) … [Read more...]

Wealth Distribution Strategies has charity as one of the five pillars of our mission statement. This year, we partnered with The Verona Senior Center and raked leaves at 14 houses for seniors in need. The team at WDS, Edgewood Hockey players, and our clients Bob Brunette and Bill & Linda Koepcke braved the fall weather with wet leaves and mushy walnuts. Thank you for helping us make this day a success; we couldn’t have done it without you. … [Read more...]

Congratulation to Our Winners … [Read more...]

Cybersecurity Awareness Ileana van der Linde, Executive Director, Cyber Advisory®, ChFC® from J.P. Morgan Asset & Wealth Management, discussed 10 key cyber safety Tips: Create separate email accounts for work, personal use, alert notifications and other interests Be cautious of clicking on links or attachments sent to you in emails or in text messages Use secure messaging tools when transmitting sensitive information via email or text message Create strong passwords and change … [Read more...]

Tax Planning Luke Wendt, our Tax Advisor, discussed: What a tax advisor does The tax changes in 2022 Taxes on Social Security and Medicare Roth Conversion Deductions If you could not attend, below is the link to the recording. WDS Tax Planning Event with Luke Wendt If you would like to set up a tax meeting with Luke, please get in touch with him at lwendt@wdstrategies.com or 608.848.2389 ext. 301 … [Read more...]