Vision Wealth Partners

Vision Wealth Partners is a financial planning and investment firm that specializes in helping people take control of their money and plan for the future.

Vision Wealth Partners helps young professionals, retirees and visionary entrepreneurs make smart financial decisions and turn vision into reality.

Portfolio Checkup: Should You Invest Internationally? - Vision Wealth Partners

Should you #invest outside the U.S? My latest blog post breaks it down. #getyourpassport #internationalinvesting International Developed. Emerging Markets. Frontier Markets. Perhaps you have heard these terms before but are unsure exactly what they mean. In...

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Two great questions to get answers to right now: 1. How would a 20% drop in the current market affect your 401(k) or IRA? 2. What is your risk plan for avoiding the next downturn?

U.S. Credit-Card Debt Surpasses Record Set at Brink of Crisis

Not the kind of records we want to be breaking. With the economy picking up, we should be reducing cc debt and saving surpluses to invest - at least those interested in building wealth. U.S. consumer credit-card debt just passed an ominous milestone, beating a record set just before the global financial system almost collapsed in...

How An HSA Can Save You Money - Vision Wealth Partners

Health Savings Accounts, or HSAs, are the craze right now. Are they right for you? Check out my latest blog post on how HSAs might have you doing the happy dance. HSAs, or Health Savings Accounts, are gaining in popularity. But is it the right choice for you? In this post I’ll discuss the in’s and out’s of HSAs and lay out the case for why you should consider contributing to one. In this post we’ll discuss: What is a Health Savings Account (HSA) Who Qualifies...

Here is why your savings rate is more important than your investments’ returns

Your income and your ability to save is your number one wealth-building tool. It is only natural for investors to want assets with the best possible performance and lowest costs, but the secret to building wealth has less to do with returns and more to do with your rate of savings

Happy 4th of July! Stay safe and enjoy time with family and friends on this beautiful day! #America

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A case for sound financial planning and K.I.S.S investing, especially with professional athletes. #nfl #investing

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Upcoming social security changes in 2018.

Any increase to Social Security would be welcomed news for seniors living on a fixed income, but the potential six-year high won’t necessarily be something to write home about, according to The Senior Citizens League.

What You Should Know About 3 Major U.S. Indexes

Check out this article about the major market indexes I was recently quoted in U.S. News . #finance #investing #stocks As the second-longest bull market in history rages on and many indexes keep breaking records, it's fair to wonder if U.S. stocks are overvalued and...

5 reasons why a 378-point drop in the Dow isn't as bad as you think

The market is fumbling around the last few days. Here's a recent article I was quoted in from TheStreet about drops in the market. Nerves were rattled on Wall Street last week, but fundamentally, the market remains sound

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Wow, pay attention to the regrets of those already retired.. and take heed!

Are you prepared for retirement?

Memorial Day 2017: Don't Forget To Smile (Jocko Willink)

Remembering all those who paid the ultimate sacrifice for our freedoms. Remember the fallen with a smile today.

Happy Memorial Day, 2017. Don't forget to smile. --JKO

Happy Friday Everyone! Here's your Friday Funny - Investing Style! End of the month, stay within your budget? 😂 👌

Happy Friday Everyone! Here's your Friday Funny - Investing Style. 😂 😎

The Fear Index: Are Investors Too Relaxed?

Recently quoted in U.S. News Great article on investor complacency. #investing #retirement #stockmarket #money #wealth Professionals worry that Americans are taking stock market risk too lightly.

[05/12/17]   I have yet to meet someone who is actively planning to fail, but I've met tons who are actively failing to plan. #plan #money #retirement

Happy Friday Everyone! Here's your Friday Funny - Investing Style! This kid is going places! 😂 👊

Opinion | What Spain Gets Right on Health Care

Key to fixing healthcare lies not in never-ending arguments about insurance but addressing underlying costs. #costs Its community care centers provide quality, low-cost care.

How To Create A Financial Plan When You Have No Time

No time to create a financial plan? Here's how to get it done anyway. #financialplanning #retirement #finances Have you ever heard the old British Army phrase about the 6 P's? Proper Planning Prevents Piss Poor Performance. It's the same with your finances.

Goldman Sachs Is Overweight Commodities, Should You Be? - Vision Wealth...

Goldman Sachs is Overweight Commodities, Should You Be? Goldman appears to be making a value play here because if we look at a chart of the commodity index PowerShares DB Commodity Index (Ticker: DBC) it...

4 Things to Know About Investing in Niche ETFs

Quoted recently in U.S. News on #investing in niche ETFs. Check it out here #investing #finance #money #retirement Exchange-traded funds are an attractive alternative to traditional mutual funds for investors who prefer a low-cost, tax-efficient method for...

Happy Friday Everyone! Here's your Friday Funny - Investing Style. Baby Steps! 😂 💪

Morgan Stanley is Dumping Vanguard Mutual Funds

Morgan Stanley dropping Vanguard funds. Not sure why. They are so cheap (expense-wise)... #investing #vanguard Why it's a big deal.

WANTED: Extreme Ownership

The world is full of people who point fingers. Who's going to step up? Take a brief look at the posts scrolling through your timeline and it won’t take you long to find someone looking to pass the blame. What ever

Why The Packers Get An A+ Offseason Grade (and it's not why you think) - Vision Wealth Partners

Because fans' opinions matter too. 🤣 Green and Gold stickers are being passed out this off-season. For a reason different than you might expect.

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Exactly what I'll be talking about on the webinar this Wednesday. Save your seat here:

Before you rush to collect your Social Security paychecks, make sure your collection strategy aligns with your retirement game plan.

What are you doing today to ensure your financial success? #getafterit

Happy Friday Everyone! Here's your Friday Funny - Investing Style. 😂🐶

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Early tax cut news indicates a 2X in the standard deduction and dropping from 7 brackets down to 3. 35%, 25%, 10%. Also, a drop in the corporate rate from 35% to 15%. More here:

May 3rd Free Live Webinar

Get Bigger Social Security Checks!

Maximize Your Social Security Benefits
FREE Live Webinar, Wednesday May 3rd.

Reserve your seat today: Congress passed laws changing social security recently. Find out how to maximize your benefits at...

Weather is warming up, which means time to head outside and check out the local Farmer's Market! What do you purchase the most at your local farmer's market?

Mark it on your calendars! We are BACK on the Ave starting June 17th! Don't forget to visit us at the indoor market while you wait for summer to arrive. Read more:

Happy Friday everyone! Enjoy the sunshine this weekend! Here's your Friday Funny - Investing Style. 😂 Have any friends or family like this?

Click here to support Fox Valley Warming Shelter by John Weninger

"Do well by helping others do well."

We're participating in the Human Race coming up on May 6th to support the Fox Valley Warming Shelter in Appleton. Please consider donating any amount you can to help support those in need in the community! Also, PLEASE LIKE AND SHARE this post.. it costs nothing! Thank you! Volunteer Center Of East Central Wisconsin Inc wrote - Would you like to enjoy the outdoors, enjoy a performance by members of the fabulous UW Marching Band, AND support the Shelter?? Well, here’s your chance! Please join us on May 6th at 10:00 a.m. for the Human Race, a one or three mile walk/run a...

Reminder: This year, Tax day falls on Tuesday, April 18, 2017. Tax day is normally on April 15 but since April 15 lands on a Saturday and because Washington D.C. observes Emancipation Day on April 17, Tax day has been pushed back to Tuesday, April 18, 2017.

The $863,386.55 Mistake You're Making At Age 30 - Vision Wealth Partners

Yikes. Are you making this critical mistake? If you're 30, 40 or even 50 you will learn from this one mistake. Millions of people make it and it ends up costing them big time in the end.

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4321 W College Ave
Appleton, WI

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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pro·vi·sion /pre’viZHen/ The act or process of procuring or providing with PROfessional VISION

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Andrew Jesse - Northwestern Mutual Andrew Jesse - Northwestern Mutual
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Cornerstone Financial Group LLC  #buildingfutures Cornerstone Financial Group LLC #buildingfutures
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The financial team at Cornerstone has over 50 years of collective experience to pull from, we have no doubt that your experience with us will be excellent!