I’ve been in ongoing “negotiations” with my 10-year-old daughter about whether she can have an Apple Watch, iPad, or iPhone. There is no quit in this child. When my wife and I say no to the watch, she pivots to the iPad. When we say no to the iPad, she asks for the phone. Around and around, we go.
Recently, after yet another Apple Watch request, I decided to have a little fun. I said, “We’re not buying you a watch, but how about some Apple stock instead?” Her reaction was about what you’d expect: arms crossed, eyes rolled. She asked, “What even is stock anyway?”
I explained that owning stock means owning a piece of the actual company. She told me that made no sense, reminded me it wouldn’t help her text her friends, and stomped off to her room.
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored for her work empowering clients and communities through financial planning and charitable giving.
“Everyone I meet – whether a client or a prospect – is like a gift,” said Kathy. “We get the reward of seeing their dreams and aspirations for themselves and their kids come to fruition. It’s pretty spectacular.”
The Herbert J. Mueller Society is the Foundation’s way of saying thank you to advisers who have championed the Foundation to their networks and charitably minded clients. She was honored at the Greater Milwaukee Foundation’s Herbert J. Mueller Society luncheon last week.
Read Kathy’s full write-up and more information on the Greater Milwaukee Foundation here: https://www.greatermilwaukeefoundation.org/news/post/kathy-klein
