Kevin Gustafson

Kevin Gustafson has over 27 years of experience in the financial industry. We pride ourselves in top notch technology, customer service and Wealth management focused to create a portfolio that fits your individual needs.

Services offered: •Review your investments, designing personalized portfolio appropriate to your needs •Year-long continual monitoring of your investments •Recommendations regarding your 401k plan •College Planning •Comprehensive review of your tax return, highlighting opportunities for maximizing tax reduction strategies •Analysis of your income needs now and in the future •Reviewing your current estate plan and concerns •Life, Disability and Long Term Care Insurance •Newsletters to keep you apprised of the most current planning options Whether you are a current valued client or a prospective client, chances are we have the information you are looking for! Call or email to schedule a face-to-face conversation today. 920-739-7757 [email protected] or [email protected]

Market Week: February 10, 2020 Stocks finally rebound on China's softening trade stance.

Market Month: January 2020 Stocks tumbled on fears of a widespread outbreak of the coronavirus.

Market Week: February 3, 2020 Fears of a widespread outbreak of the coronavirus causes investors to run from stocks.

Market Week: January 21, 2020 Stocks closed at record highs last week.

Annual Market Review 2019 Our annual market video recaps 2019 and looks at what might drive the markets in 2020.

Annual Market Review 2019 Despite a trade war, slowing economic growth, and articles of impeachment, 2019 was a banner year for stocks.

Market Week: January 13, 2020 A mixed jobs report at the end of last week pulled stocks back from their record highs.

Market Week: December 16, 2019 Phase one of a trade deal between the U.S. and China help drive stocks higher.

Market Week: December 9, 2019 Market performance was a mixed bag last week as the S&P 500 gained while the Dow fell.

Market Week: November 11, 2019 Dow hits new record high on positive trade war news.

Market Month: October 2019 Here is the October 2019 Market Month video.

Market Week: November 4, 2019 S&P 500 and Nasdaq reach record highs following another solid week of market gains.

Market Week: October 14, 2019 Stocks soared on prospects of a proposed trade deal between the U.S. and China.

Quarterly Market Review: July-September 2019 See what the market did in Q3 2019 in our latest market video.

Quarterly Market Review: July-September 2019 The third quarter saw stocks fall notably, only to rebound by the end of September.

Market Week: September 30, 2019 Stocks fell for the second consecutive week in September as trade tensions worsened.

Market Week: September 16, 2019 Stocks continue strong showing for the third week in a row.

Market Week: September 9, 2019 Markets closed higher for the second consecutive week on promising trade developments.

Market Month: August 2019 Here is the August 2019 Market Month video.

Market Week: September 3, 2019 Stocks rebounded on hopes the trade war is nearing an end.

Market Month: August 2019 Volatile best describes the stock market in August as investors saw major indexes plummet.

Market Week: August 19, 2019 Stocks fall on trade woes and fear of a recession.

Market Week: August 12, 2019 Look on the bright side, last week's slide wasn't as bad as the week before.

Market Month: July 2019 Here is the July 2019 Market Month video.

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio (Aug) One of these defensive strategies may help you manage risk while maintaining a robust equity portfolio.

Market Week: August 5, 2019 The market slumped every day last week for the first time since March.

Market Week: July 29, 2019 Stocks climbed last week after strong earnings reports and economic growth.

Market Week: June 10, 2019 social media text here

Market Month: May 2019 Following a solid April, stocks plummeted in May, as trade tensions cast a dark cloud over investors.

Market Week: June 3, 2019 The markets took another nosedive last week as trade tensions play on investors nerves.

Market Week: May 28, 2019 Stocks reeled again last week with the Dow posting losses for the fifth consecutive week.

Market Week: May 20, 2019 Stocks continued to reel following China's tariff retaliation.

Market Week: April 22, 2019 Stocks closed the holiday week about where they began, as the stock market closed a day early due to Good Friday.

Market Week: April 15, 2019 Following a period of robust gains, stocks moved very little last week.

Market Week: March 11, 2019 Fears of a slowing economy pushed investors to sell shares, driving stock prices lower last week.

Due Date Approaches for 2018 Federal Income Tax Returns (Mar) Federal income tax filing season is here again. The filing deadline for most individuals is Monday, April 15, 2019.

Market Week: February 25, 2019 Another good week in the market as a trade agreement with China gains momentum.

Market Week: February 19, 2019 Stocks continued their rally last week on positive trade talks with China.

Hidden Gem: HSAs in Retirement (Feb) The benefits of a health savings account make it a potentially valuable asset in retirement.

Market Week: February 11, 2019 Another volatile week wasn't enough to keep stocks from gaining ground.

Market Week: February 4, 2019 Stocks closed the week ahead, bolstered by strong corporate earnings reports.

Market Month: January 2019 The first month of 2019 opened on a much better note than the close of the last month of 2018.

SagePoint Financial

Check out our new website: or type: Whether you are a current valued client or a prospective client, chances are we have the information you are looking for!  Call or email to schedule a face-to-face conversation today.

Annual Market Review 2018 While much of 2018 was positive for investors, the latter part of the year proved tumultuous.

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W6110 Aerotech Dr, Ste A
Appleton, WI

General information

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. should any client have questions or concerns that are specific to their account(s), please contact our office directly the site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Kevin Gustafson Financial, a registered investment advisor not affiliated with SagePoint Financial, Inc. SagePoint Financial, Inc. and Kevin Gustafson Financial are not affiliated with Kim Central Credit Union. Not NCUA Insured, No Credit Guarantee, May Lose Value. SagePoint Financial Services:

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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