News from SVA Plumb Financial

SVA PLUMB FINANCIAL NEWS


  • sva-plumb-featured-hansen-cbs-58-news

    SVA Plumb Financial’s Hansen Featured on CBS 58 News

    By SVA Plumb Financial | May 3, 2018
    SVA Plumb Financial professional Maureen Hansen, CLU® was recently featured in a CBS 58 Special Report titled How Women Can Improve Their Financial Fitness. Broadcast on April 30, 2018, this special report focused on how women and men differ in how they prepare for retirement.
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  • svap-presents-market-review

    SVA Plumb Financial Market Review - April 2018

    By SVA Plumb Financial | May 1, 2018
    In this SVA Plumb Financial Quarterly Market Review, we discuss market events, the first quarter performance at a glance, an economic overview, international markets, as well as the potential influences for the second quarter.
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  • sva-presents-herritz-brooks-fitchburg-coc (002)

    SVA’s Herritz and Brooks Present Communicating With Data

    By SVA Plumb Financial | March 20, 2018
    SVA Consulting’s Jenny Herritz and SVA Plumb Financial’s Teresa Brooks, MBA, CFP® present an educational seminar on April 3, 2018 for the Fitchburg Chamber of Commerce. The presentation, Communicating with Data, dives into effective ways to communicate, using data and other techniques to drive the point home.
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  • announcement-celebrating-women-in-business (002)

    SVA Announces Second-Annual Women in Business

    By SVA Plumb Financial | March 7, 2018
    SVA, along with WISC-TV3 and Madison Magazine, are proud to announce the second year of their Women in Business initiative. Women business leaders face unique challenges and as their numbers grow, so do the opportunities. SVA celebrates Women in Business by featuring local successful business women who are leaders in their industries.
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  • sva-featured-trost-jelacic-milwaukee-business-journal

    SVA Professionals Featured in Milwaukee Business Journal Article

    By SVA Plumb Financial | February 9, 2018
    SVA Professionals Eric Trost, CPA, MST and Peter Jelacic, CFP® are featured in an article in the Milwaukee Business Journal. The article, titled “The Impact of Tax Reform”, details the significant changes and choices business owners and individuals face with the new tax legislation.
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  • sva-plumb-presents-brooks-investing-with-impact-rotary

    SVA Plumb Financial’s Brooks Presents Investing with Impact

    By SVA Plumb Financial | February 9, 2018
    SVA Plumb Financial’s Teresa Brooks, MBA, CFP® presented a seminar on Investing with Impact for the Madison Downtown Rotary’s Going Green Fellowship group on February 7, 2018.
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  • presents-market-update

    SVA Plumb Financial Market Update - January 2018

    By SVA Plumb Financial | January 18, 2018
    In the latest SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Financial Investment Committee, discusses the new tax reform and how it can potentially impact the financial markets.
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  • sva-raises-meals-to-support-second-harvest-2017

    SVA Food & Fund Drive Raises Over 18k Meals in Support of Second Harvest Foodbank

    By SVA Plumb Financial | December 13, 2017
    SVA, in their annual tradition, is kicking off the holiday season by giving to people in need. During the month of November, the firm’s Madison office participated in a food/fund drive benefiting Second Harvest Foodbank.
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  • announcement-ib-executive-choice-award-finalist-2017

    SVA Plumb Financial Recognized as IB Executive Choice Award Finalist

    By SVA Plumb Financial | December 12, 2017
    SVA Plumb Financial has once again been named as a finalist for the In Business Magazine’s (IB) Executive Choice Awards in the Wealth Management Company category.
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  • presents-market-update

    SVA Plumb Financial Market Update - November 2017

    By SVA Plumb Financial | November 16, 2017
    In the fourth quarter SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Financial Investment Committee, discusses the state of the economy and markets, as well as what the months ahead might bring for investors.
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