Walkner Condon

We help our clients approach their financial future with confidence and clarity. Fee-only wealth management that’s Comfortably Unique™.

[Walkner Condon @walknercondon]

Whether you've never had an advisor or you're looking for a new advisor, we understand you may have a lot of questions going into the initial meeting.

Mitch DeWitt, a CFP® and one of Walkner Condon's advisors, breaks down some key things to know ahead of that first meeting.

[Walkner Condon @walknercondon]

Our 2025 Market Outlook is now out! We look back at the last 25 years of equity, currency, and #AI development. We provide commentary on current market conditions all done in a fun, trivia inspired layout. Enjoy! https://t.co/WnJzTJhvyw

[Walkner Condon @walknercondon]

With interest rates rapidly increased over the last few years and a cutting cycle beginning, what is bond #duration and why it is important? #bonds #fixedincome https://t.co/3iZdYsZOq1

[Walkner Condon @walknercondon]

@walkner writes a blog explaining and highlighting the concept of #directindexing. Direct indexing is now more broadly offered due to reduced trading costs and fractional shares, and can be of great benefit for taxable accounts. Read more here: https://t.co/bVySchFS5q

[Walkner Condon @walknercondon]

What Happens If You Die While Living Abroad https://t.co/JOabjtUPSZ via @YouTube Our expat team discusses a complex issue facing Americans featuring David Luzon from @BarclayDamonLLP

[Walkner Condon @walknercondon]

This week on Gimme Some Truth, we dive deeper into the career and interests of Andrew Klein, our newest experienced advisor. We have very much enjoyed getting to know him better and are impressed with his depth of knowledge and background. https://t.co/yE6VXXPtyj

[Walkner Condon @walknercondon]

Mitch DeWitt, CFP®, MBA & Alicia Vande Ven, CFP® are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool. https://t.co/n7pu8kSbdG

[Walkner Condon @walknercondon]

Syl Michelin, CFA and @walkner discuss the global macro outlook for Q3 and Q4 of 2024. Check out the latest podcast on YouTube: https://t.co/ECwhJFXTiH

[Walkner Condon @walknercondon]

Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #Finance
https://t.co/GCX6eTL5yo

[Walkner Condon @walknercondon]

Explore our new article, "Tax Season Is Over… For Last Year," for easy strategies on savings and easing tax stress, including Roth IRA and backdoor contributions, selling appreciated securities, and tax loss harvesting.
https://t.co/CRtIOmday8

[Walkner Condon @walknercondon]

Syl Michelin and Nate Condon host Andrew Opdyke from First Trust Portfolios on our podcast to discuss inflation's impact on debt, the housing market, and global firms. Get insights into the economy and the Fed's plans up to 2024. #Economy #Inflation https://t.co/c0eRD5IH6m

[Walkner Condon @walknercondon]

One of our Managing Partners, Clint Walkner, is being featured in Wealth Management discussing Non-compete Clauses.

“In my example, if somebody were to put their shingle across the street from you, is that solicitation or not?”

Read more here!
https://t.co/qNHAK3p4Yr

[Walkner Condon @walknercondon]

Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey.
https://t.co/UoEftfXt3a
#RealEstateJourney

[Walkner Condon @walknercondon]

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon
https://t.co/Fezmqhjhsh

[Walkner Condon @walknercondon]

Combining finances with your partner, whether you're engaged or newly married, helps lessen future financial stress. It fosters openness and simplicity in your relationship. Read our latest blog for insights.
#Finance #Relationships #Planning
https://t.co/ZwwxGwJjXS

[Walkner Condon @walknercondon]

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon

https://t.co/Fezmqhjhsh

[Walkner Condon @walknercondon]

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon

https://t.co/Fezmqhjhsh

[Walkner Condon @walknercondon]

Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing

https://t.co/AXP7KFR6ZA

[Walkner Condon @walknercondon]

Costco: The best place to buy hot dogs, rotisserie chicken, and now.....gold bars and silver coins? https://t.co/QJjUKCYpqD

[Walkner Condon @walknercondon]

Costco: The best place to buy hot dogs, rotisserie chicken, and now.....gold bars and silver coins? https://t.co/QJjUKCYpqD

[Walkner Condon @walknercondon]

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.

https://t.co/24yrmBClKo