Googins and Anton is a Madison Wisconsin area investment management company offering financial advice and portfolio management services.

Googins & Anton : Madison / Middleton Investment Advisors

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Googins and Aonton's wealth management services Madison WI, Dane County

Over 50 years of combined financial advice & wealth management experience

Googins and Anton is an independent investment management company in the Greater Madison Wisconsin / Middleton area with over 50 years of combined financial advice, planning and wealth management experience. We work with doctors, attorneys, professors, CPAs, business owners, teachers, managers, retirerees, organizations, (to name a few) - in the greater Madison, Wisconsin area for more than 30 years. We have many clients who live in other states and many happily retired clients.

We've built our reputation on genuine care and concern for the success of EACH client. We’re small on purpose: it allows us to manage clients’ portfolios one investor at a time, and we’re not affiliated with banks or insurance companies; we’re independent which means your goals and agenda are our only concern.

Comfortable retirements, second homes, assets to use for children’s college educations and weddings - are the goals we help our clients achieve every day.

invisWhether your assets are in cash, stocks and bonds, collateralized securities, mutual funds, reits, fixed or equity-index annuities, variable annuities, life insurance, government bonds, certificates of deposit, or real estate, we’ll work together to manage your portfolio to achieve individual aspirations.

Email or Call us for a complimentary discussion: (608) 836-3229

This month on Straight Talk:

S&P Now Up About 25% For Last 12 Months

Sell In May & Go Away

Are Stocks Overpriced?

Should You Worry About A Pullback?

Corporations Hold Cash - at a 40% High

Chevron and Other Oil Companies

 

Tracey's new call-in talk show Ask the Experts with WIBA offers financial advice on making money, saving on taxes, and retiring rich.

This month's topics:

  • Stock Market Hitting All Time Highs

  • What About Bonds?

  • Saving for College

  • Retirement Plans and Contribution Limits

Tracey Anton's Investment Advice

Current Newsletter, 2013: Oil extraction innovations have decreased foreign oil imports. Plus, the Federal Reserve & the Government.

Archive of Investment Newsletters -->

Wealth Management:  Straight Talk About Money

Straight Talk About Money

Tune into our weekly radio show - Straight Talk About Money - where lively and passionate discussions take place about making money, offering sound financial advice, and sharing our more than 50 years of investment and wealth management experience.

  • Saturdays: 8:30 - 9:00 am WOZN The Zone at 1670 AM and 106.7 FM
  • Sundays: 8:30 - 9:00 am ESPN Sports Radio 100.5 FM

What's Behind a 4% Withdrawal Recommendation for Retirement Accounts?

Perhaps you're retired or are living on an inheritance. You have capital and need additional spending money each year. The secret is withdrawing consistently at a rate that will not eat up your capital. In fact, you would like your capital to grow! Yes! That's possible and not unreasonable.

Some advisors and products like to scare you. They quote low percentage withdrawals of 4% and want you to purchase an annuity effectively willing them the principal in your account. A good deal for them, bad deal for you and your beneficiaries. Googins and Anton helps people spend more and pass on everything remaining to loved ones. Don't settle for less. Listen here: Living on Retirement

Will your money last you through retirement? Read more -->

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Googins & Anton, Inc. is conveniently located on University Avenue in Middleton, Wisconsin.

© Googins & Anton Inc.
Middleton, Madison, Dane Co. WI
(608) 836-3229

Madison's Website Designer and Developer Company Fainting Goat

Googins and Anton is an independent investment and wealth management / financial planning and advisor company in greater Madison & Middleton Wisconsin areas. We are Registered Investment Advisors and our Financial Advisor expertise will make you money by using our more than 30 years of combined experience, listening to your goals, and investing accordingly. We've worked with professionals - doctors, attorneys, professors, CPAs, business owners, and organizations - for over 30 years. Call us for a complimentary discussion.

Legal Disclosure: This is not an offer to buy or sell securities. Information or opinions in this website are presented solely for informative purposes, and are not intended nor should they be construed as investment advice. The information provided in this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject us to any registration requirement within such jurisdiction or country.

Securities and investment advisory services offered through Googins & Anton, Inc., member FINRA / SIPC

FINRA - http://www.finra.org/

SIPC - http://www.sipc.com/Home.aspx