Articles

By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]

There is a necessary balance needed between security and convenience. Stronger security often leads to less convenience for home computer users. In the case of the Morningstar Client Web Portal, users are allowed five login attempts before their account becomes locked. Once an account is locked, Landaas & Company associates have to communicate with Morningstar…

Through November, the stock market was on track for one of the 20 top annual returns since the 1929 stock market crash. In a MONEY TALK VIDEO, Bob Landaas talks about what that could mean for charitable giving. […]

Responses from more than 100 clients at a recent Landaas & Company function resulted in this computer-generated word cloud. Clients were asked, “What do you like about Landaas & Company?” Words show up more or less prominently depending on how frequently they were mentioned in the responses. initially posted Sept. 26, 2012 Go to Money…

To further enhance its customer service, Landaas & Company has added two new investor associates, Tom Pappenfus and Mike Hoelzl. Tom came to the firm as a summer intern and quickly showed his enthusiasm for financial services and working with clients. “My passion for finance and investing started in high school and continued through college…

Over the years, Landaas & Company has employed paid internships to help students learn more about financial advising and investments. So far, three former interns – Adam Baley, Kyle Tetting and Isabelle Denton – have graduated to permanent positions and continue contributing to Landaas & Company – and its clients.  College interns for the summer…