Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.

The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction.

#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC.

Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance, life insurance...the list goes on. We hope this list helps keep you organized in those first few weeks. #jobloss #healthinsurance #financialadvice #financialplanning #lifeinsurance

Clint Walkner and Jonathan Jordan go over the business valuation process and how it fits into your financial planning. Also, Luke Combs #fastcar is quite the hit...who sang it better, him or Tracy Chapman? Debate away!

On this week's episode of Gimme Some Truth Syl Michelin, Stan Farmer, and Nate Condon talk about Direct Indexing. What is it? How does it work? What should you know about it?

Polly Price and Alicia Vande Ven sit down to discuss how they made the career switch to finance. Hear about what obstacles they faced and what their favorite parts about finance are.

Alicia Vande Ven & Polly Price sit down with our intern Kaitlin Jordan to discuss being a woman in the male dominated financial field.

Financial Advisors Clint Walkner and Nate Condon talk about what it means to be in a Bull Market. All your questions answered.

Clint Walkner and Nate Condon dive into the state of the firm from new hires, to new software, to classic films we shamefully have never seen. Get all the updates on what is going down in Madison, Wisconsin on Monroe Street.