Patrick Broeske’s Post

Join us in welcoming Casey to our team! 🎉 Casey is our new Client Support Specialist. She has worked in the customer service industry for the past 16 years, 3 of which have been in the financial field. She's a Fond du Lac native and enjoys spending time with her son, going camping, and relaxing by a bonfire! Learn more about Casey here: https://lnkd.in/gCkMDduz

A firm culture that puts clients first and helps advisors be more efficient will attract high quality professionals.

Artificial Intelligence: The Antidote to Fed Policy? Read this week's #WeeklyMarketCommentary as we discuss the impact of AI: https://lnkd.in/dxA-Ni5J

Markets can feel like a rollercoaster sometimes. Don't be afraid - educate yourself! Here are some strategies that can help you mitigate some of the risk of investing, particularly during uncertain market periods.

Whether you see retirement as a permanent trip to the beach or are just ready to sleep late, planning may help your vision become a reality. Here are tips and tricks to help manage your retirement: https://lnkd.in/gryjKdVz

Today is the day where we compile our best dad jokes…just kidding. We want to wish all of the amazing dads a Happy Father’s Day!

Why are so many Americans forgoing new vehicles? Used cars are not just a better bargain, they retain designs and features more coveted than their high-tech replacements.

🏌️♂️ The U.S. Open starts today at Pinehurst No. 2 in Pinehurst, NC. In 2023, the winner, Wyndham Clark, took home $3.6 million, but the first U.S. Open winner, Horace Rawlins, won $150 in 1895. #USOpen #Golf #Pinehurst

#MotivationMonday

When planning for retirement, it's important to make sure you'll have enough saved to live the life you've envisioned. 🚨 Here are six telltale signs you're not saving enough for retirement: https://lnkd.in/gi8tHAxd #RetirementPlanning #FondDuLac #Wisconsin #Retirement