The official site for UW-Green Bay News and Features
Finance and Business Analytics major Riley Siltman didn’t know there was a minor in Personal Financial Planning when he first came to UW-Green Bay, but when he learned about it, he found it fit...
Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning. It starts on the advisor’s website. But the “most connective is the client discovery meeting. That’s where the glue...
A lot of financial planning is, of course, about the future. But people’s goals can backfire if they neglect themselves in the present, says Preston Cherry, a certified financial planner and founder and president...
UW-Green Bay is poised to grow its personal financial planning programs and services. Newly published on uwgb.edu, the Personal Financial Planning program webpages highlight the value of pairing this minor with any major. Also new...
The visionary partnership between the Cofrin family and the university continues with this gift to the Austin E. Cofrin School of Business GREEN BAY – UW-Green Bay is honored to announce the latest gift...
GREEN BAY, Wis. (WFRV) – As inflation continues to hit everyone hard, there are rumblings of a potential recession.“That’s when the economy slows, or has negative growth, for essentially two straight quarters,” said David...
Many Americans feel anxious about money, especially when inflation is high, interest rates are rising and markets are whiplashing.More than 40% of U.S. adults said that money concerns have a negative impact on their...
(WLUK) — Stocks rose on Wall Street Friday, as the trend of unpredictability in the market continues.But there’s even more uncertainty when it comes to other financial matters. Northeast Wisconsin Market First Business Bank...
I believe there are a handful of big topics that are worth really digging into in the asset management world right now: the future of fixed income, the evolution of ESG, tokenization, the ethics...
Green Bay, Wis.—The University of Wisconsin-Green Bay’s Cofrin School of Business has received a generous gift from Schwab Advisor Services, in partnership with the Charles Schwab Foundation, for the newly named Charles Schwab Foundation...
