Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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
