Wealth Management

Freedom Last month this commentary discussed a dystopian world where the Germans and Japanese won World War II.  While the show didn’t necessarily expound on the economic realities of what that world might look like, it was clear that it wasn’t as open of an economy or society as we enjoy today.  In the real … Read more

Jordon Geiger Chief Wealth Management Officer 6430 Bridge Road, Monona JGeiger@lakeridge.bank (608) 826-3561 Q: What is your role at the bank? While I have been a part of Lake Ridge Bank for 18 years, I recently became the Bank’s first Chief Wealth Management Officer to fill a new role on our Executive Team. Prior to … Read more

There are many factors to consider when choosing the right team to protect your finances and grow your net worth. One little-discussed factor that could play a role in the decision is whether your team includes an in-house portfolio manager. Lake Ridge Bank has a team of portfolio managers who work behind the scenes to … Read more

Beginning in 2018, the TV series Succession became a cultural phenomenon that appalled viewers with the antics of the Roy family as four siblings vied for control of their aging father’s company, worth billions of dollars. While the drama won awards from an entertainment standpoint, it wasn’t funny. The show highlighted – in the extreme … Read more

Alternative Reality Several years ago, an alternate history television series aired called The Man in the High Castle. The series depicted a dystopian world set in 1962 after the Germans and Japanese supposedly won World War II.  Largely set in the U.S. and Germany, it portrayed a world in which the United States and its … Read more

Statistics Have you noticed that the world is enamored with statistics? Sports, weather, political polling, education…everywhere you look someone is putting together statistical data on virtually every subject imaginable. The thing about statistics, though, is that they can be twisted to support whatever argument the observer wants them to say. In addition, some statistics are … Read more

There is so much going on in the world these days that it makes your head spin. Political and economic issues, multiple wars, elections, changing seasons, and more that can be hard to keep up with and can add stress to already stressful lives. One way to deal with these issues is to have a … Read more

The markets continued to march higher in September, but is there more to the story? Certainly, there is, but first the data.

October is Estate Planning Awareness Month, a timely reminder that planning for the future isn’t just about managing finances; it’s also about providing peace of mind.