Brian Schaefer

Vice President and Wealth Portfolio Manager

Brian Schaefer is Vice President and Wealth Portfolio Manager at Johnson Financial Group. He works with individuals, public entities and non-profit organizations to create customized investment solutions. Brian is a member of JFG's Fixed Income Group and Investment Research team.

Investments

Bond investors: Be a prudent pig, not a yield hog

Two porcine pals, two investment styles, two very different outcomes.

By Brian Schaefer

March 7

TRENDING

Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

10h ago
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

10h ago
Retirement

Social Security's customer service worsens amid 'dire' underfunding

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

By Nathan Place

May 3