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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.  Don't forget to follow us on facebook for more frequent information!

 

Wednesday, May 31, 2017

Savaglia Investments and Planning stopped out to Roots Salon in Greendale on May 24th to donate non-perishable food items to Milwaukee’s Hunger Task Force. Savaglia's own Financial Advisor, Tim Windler, gave his support to our...

 

Wednesday, March 8, 2017

Change is the one great constant in life. That's why it's so important to regularly review your objectives, your plan, or your financial strategy - at least once a year. Did your job or income change? Do you have a new hobby that's...

 

Wednesday, January 25, 2017

We enjoy hiring Financial Support Staff who are also potentially interested in a career as a Financial Advisor in a couple of years. This position is a great opportunity for an individual looking to transition industries, or for...

 

Friday, November 18, 2016

Should I rollover my 401(k)? What am I missing out on? Answers to many questions in one convenient Guide! You started a new job and with a new 401(k)...........BUT: What about the 401(k) account at the job you just left? It may be...

 

Friday, November 18, 2016

Dear Clients, We've enjoyed working with you over the years, from investment strategies to getting ready for a fantastic retirement. But even the most prepared individual will encounter bumps along their financial road. That’s...

 

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Friday, November 11, 2016

First Brexit, then the Cubs, now Trump - 2016 has been nothing if not full of surprises! After months of Hillary Clinton holding the lead in polls forecasting the presidential race, Donald Trump has surpassed these predictions to gain...

 

Tuesday, September 27, 2016

Unlocking Medicare - Help is here! Are you preparing to enroll in Medicare? Are you helping someone make Medicare decisions? Are you confused by all the options? Do you know the difference between MediGap, or supplemental, Plan and an...

 

Tuesday, July 19, 2016

Meet Tim Windler! As a personal financial advisor, Tim seeks to assist, empower, and educate his clients along their financial journey. A 2012 graduate of the University of Wisconsin–Whitewater, Tim joined the Savaglia team in...

 

Wednesday, April 27, 2016

As your situation and goals change over time, we revisit your investment strategy and make adjustments to help ensure you meet your goals. Your portfolio should adapt as your needs change. We also consider changing market conditions...

 

Tuesday, February 16, 2016

Savaglia Investments and Planning will provide tax preparation and E-Filing services again this year! Feel free to call our office at 414-768-1984 to set up an appointment or information on how to drop off your information!

 

Tuesday, June 17, 2014

We celebrated our 15 year anniversary this week with a Ribbon Cutting ceremony joined by the Oak Creek Chamber of Commerce. Thank you to everyone who was able to attend our Summer Picnic Celebration! We are proud to serve the Community...

 

Friday, January 17, 2014

We would like to congratulate Mike Murtos on his recent CFP® designation. He has been authorized as a CERTIFIED FINANCIAL PLANNER ™ in accordance with the CFP Board certification and renewal requirements. Mike has worked at Savaglia...