What Matters Most - Lawson Kroeker Investment Management

Making a charitable donation through an IRA may be a good solution for taxes and investing.

How Charitable Donations Through an IRA Can Impact Taxes and Investing … Are You Familiar with These Tax Changes Toward Charitable Donations?

Changes in determining who will include itemized deductions on their tax returns will affect millions this tax year. The Tax Cut and Jobs Act of 2017 is expected to drastically reduce the number of people enjoying tax savings related to their charitable donations, with only 16 million in 2018 versus 37 million in 2017. The […]
Why you won’t see much speculation in the investment advice offered by Lawson Kroeker.

Why Lawson Kroeker Favors Long-Term Investment Advice Over Speculation: And, Does Speculating Over Investment Advice Even Work?

As winter approaches the Midwest, some experts say the bear market is stirring from hibernation, ready to come out of its den. As the bull market continues an extensive run since March 2009, many investors wonder what investment advice should guide their decisions. In truth, if you’ve ever worked with our team at Lawson Kroeker, […]

Are You a Thinker? So Are We.

With all you’ve got to do, there’s rarely enough time to really dig into what’s happening in the market. That’s why Lawson Kroeker publishes a quarterly reflection piece, written specifically for the Lawson Kroeker Community of Thinkers. That’s what we call people like you: smart investors who want to know what’s shaping the market and […]

Planning for Retirement: Good News. It’s Not Too Late.

For many Americans, planning for retirement hasn’t been a regular part of their financial planning. The causes are different for every household, but nearly half of all Americans have no retirement savings at all, and for those that have been able to save, the median balance is only $10,000. Currently, the average contribution rate to […]
Your investment portfolio benefits from your ability to buy when the market seems most terrifying.

Your Investment Portfolio May Thrive From a Shift in Perspective

“You make money buying when the world seems risky and lose money buying when the world seems safe.  When you’re really scared is the time to buy, not sell.”  –Andrew Tobias There are times when the headlines are full of words that may strike fear in the hearts of investors, like “bear” and “recession.” Your […]
Investment management should take into account personal preferences as well as classic principles for long-term success.

Investment Management: The Lawson Kroeker Difference

No two investors are alike, which is why no two portfolios should be identical. Sure, there may be resemblances here and there, but when you bring the right investment management firm aboard, you get professionals who know that each client deserves individualized attention. This principle of one-on-one attention is something that smaller firms have the […]

Understanding the Past is a Clear Strategy When Investing for Retirement

“To understand what is happening today or what will happen in the future, I look back.” – Oliver Wendell Holmes Investing for retirement requires a solid measure of discipline. When you’re in the stage of life when you need to set aside money for retirement, it sometimes seems as if you can’t possibly squeak another dime […]
The best investment planning strategies hold true to philosophies of old.

Invest Like It’s 1986: Investment Planning is an Ongoing Journey

“If you don’t know where you’re going, any road will take you there.” That sounds like sage advice for being spontaneous and in the moment, throwing caution to the wind – pull up a sail and let it take you wherever. Yet, when it comes to your investments, knowing where you want to go is […]

Fine Tuned: The Art of Investing at Lawson Kroeker

Like fine art, your investment portfolio should reflect the creative and personalized aspects that make it your masterpiece. At Lawson Kroeker, we believe in the fine art of investing. Like the colors and styles in a commissioned piece, your investments are designed for who you are as an individual. This approach takes diligence. It takes […]
How contrarian methods work in investment planning.

Invest Like It’s 1986: Investment Planning for Contrarians Means Taking the Alternate Route

How much of what you do today is similar to what you did in the mid-1980s? Are you embracing the same fashion trends or hairstyle? Is your car from that era and are you watching Cheers and Knight Rider for entertainment? We might be holding on to only a fraction of what we held dear […]

Meet Ken Kroeker, Co-Founder of Lawson Kroeker

Quote Collections, Permanence and a “Contrarian” Vision “When we look at a stock, we really are in it for the long-term. Everybody says they’re long term but they aren’t. We say we are, and we are. There are some stocks I’ve owned for 20 years. When you look for an idea to invest your time […]

Get to Know Edie Basch Our Client Services Administrator/Operations

Connecting Lawson Kroeker Clients With Investment Resources Years in the Investment/Finance Industry: 30 plus First Car: 1969 Ford Falcon Futura Sports Coupe What happens when a team member with a background including psychology, writing and even medical/legal death investigation comes to the table at Lawson Kroeker? The answer is that clients receive diligent research and […]

Meet Monica Davis, Operations Administrator

Monica Brings More Than 15 Years of Experience to the Lawson Kroeker Team Years in the Investment/Finance Industry: 15 plus First Car: 1987 Buick Somerset “It feels like joining Lawson Kroeker is like joining a family.” When you come to Lawson Kroeker, it won’t take long before you’ll notice that the investment planning services you […]

Meet Christine Walker of Lawson Kroeker

A Great Director of Operations Always Has Your Investment Portfolio Prioritized   “We have a heightened ability to hear beyond the noise, to keep our focus and vision on what matters most – serving our clients and investing with their goals in mind. This is best achieved when we truly listen and make wise, client-focused […]

Meet Patrick Riordan, Director of Client Relations and Business Development

Serving Clients at Lawson Kroeker is Patrick Riordan’s Forte “I believe most people have a plan of what they want to accomplish with their financial assets, but many don’t really know how to execute it. I enjoy helping people develop their plan, but I really love helping them carry out their plan.” Years in the […]

Chad Clauser: Embracing a Long-Term Perspective in Planning for Retirement

Get to Know Chad, Lawson Kroeker’s Chartered Financial Analyst® “People should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation”, yet the culture and values are remarkably the same as when we started. This is rare in an industry that is very personality-driven and […]

Tom Sudyka is Planning for the Long-Term

Meet Lawson Kroeker’s Portfolio Manager, and Find Out Which Unique Money Lessons Shaped His Philosophy “Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to remaining an independent investment management firm really aligned with my beliefs back then. It […]

What Makes Lawson Kroeker Different From Other Investment Management Firms?

Investment Management That’s Focused, Flexible and Carefully Considered You have a lot of choices when it comes to investment management. You may have so many choices, in fact, that it can become challenging to know what you should be looking for in an investment management firm. When you come to Lawson Kroeker, you’ll see a […]

Invest Like It’s 1986: Because a Long-Term Plan is Always in Style

If you watch the headlines or listen to the news, you might wonder if you should be trying some new strategies or responding to media headlines for your investments. The answer is almost always a resounding no. While headlines and media topics may fly past you every day, the basics of sound investing remain consistent […]

Opinions expressed are those of the author or speaker., and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.