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EWM Team

Jun 29
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Endowment Wealth Management Named to America’s Top Financial Advisory Firms 2026 by Newsweek

By General, News, Press Release

Endowment Wealth Management, Inc. (“EWM”) has been recognized by Newsweek in partnership with Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2026. This recognition places us among the top 1,000 SEC-registered firms nationwide, highlighting our ongoing commitment to delivering personalized financial guidance, disciplined investment management, and a fiduciary standard of care.

Recognition Overview

Being included in the 2026 list of top financial advisory firms by Newsweek reflects our continued focus on providing personalized financial advice and long-term guidance. This marks the second consecutive year our firm has been included in this ranking, following our inclusion in the 2025 ranking.

The selection process evaluated over 16,000 financial advisories registered with the SEC using a combination of factors, including growth metrics, advisor experience, breadth of services offered, and policies designed to address conflicts of interest.

Who We Are: Endowment Wealth Management

Headquartered in Appleton, Wisconsin, EWM provides investment management and financial planning services to individuals, families, and institutions.

Our “Endowment Investment Philosophy®” incorporates a diversified approach that may include traditional and alternative investments, comprehensive financial planning, and ongoing risk management designed to align with each client’s individual objectives and circumstances.

We are committed to helping clients make informed financial decisions through personalized guidance and a fiduciary standard of care.

Thank You for Your Trust

We sincerely appreciate the trust our clients, team members, and community partners place in EWM. These relationships continue to be central to our firm’s growth and long-term focus.

 

Learn More

View the Newsweek ranking methodology here: Newsweek Ranking Methodology

 

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

 

Disclosure: The Newsweek America’s Top Financial Advisory Firms 2026 ranking was published on November 14, 2025, and developed by Newsweek in partnership with Plant-A Insights Group. The award was based on an analysis of over 16,000 SEC-registered RIAs using data evaluated through September 2025, including short-term growth from September 2024–2025 and long-term growth from September 2020–2025, in assets under management and client base, adviser expertise, breadth of services, and conflicts of interest. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Newsweek’s ranking methodology can be found Here.

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Jun 08
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Endowment Wealth Management Named to Best Financial Advisory Firms of 2026 by USA TODAY

By General, News, Press Release

Endowment Wealth Management, Inc. (“EWM”) is proud to announce its recognition as one of USA TODAY’s Best Financial Advisory Firms for 2026. This national recognition reflects EWM’s continued commitment to fiduciary excellence, personalized wealth management, and long-term client relationships.

The ranking recognizes financial advisory firms across the United States based on a combination of short- and long-term growth metrics and recommendations from clients and peers. EWM is honored to be included among firms recognized for their dedication to helping clients pursue their financial goals through comprehensive planning and disciplined investment management.

A Recognition Rooted in Fiduciary Commitment

At EWM, our mission has always been centered on helping individuals, families, and institutions build, preserve, and transfer wealth through customized financial strategies aligned with their unique goals and values.

We believe this recognition reflects the trust our clients place in us and the dedication of our team to delivering objective guidance and personalized service. As a fiduciary, EWM is committed to acting in the best interests of our clients while maintaining a disciplined, long-term approach to financial planning and investment management.

About Endowment Wealth Management

Headquartered in Appleton, Wisconsin, EWM serves clients throughout the United States with comprehensive wealth management and financial planning services. Our proprietary Endowment Investment Philosophy® combines traditional and alternative investment strategies with proactive risk management and customized financial planning.

Our team works closely with clients to develop personalized strategies designed to help them navigate changing markets, prepare for life transitions, and pursue long-term financial confidence.

Thank You to Our Clients and Community

We are honored to receive this recognition and appreciate the confidence our clients place in our firm. Relationships remain at the center of everything we do, and we are honored to continue serving as a trusted resource for our clients’ financial lives.

As we look ahead, EWM remains committed to delivering thoughtful guidance, fiduciary care, and personalized wealth management strategies tailored to each client’s unique needs.

Learn More

View the USA TODAY ranking methodology here: USA TODAY’s Ranking Methodology

 

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

 

Disclosure: The USA TODAY Best Financial Advisory Firms 2026 ranking was published on April 15, 2026 and developed by USA TODAY in partnership with Statista Inc. The award is based on data evaluated through January 2026, including AUM growth over the 12 months from January 2025–January 2026 and mid-term growth from 2023–2026. Recommendations were weighted at 20% and AUM development at 80%. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain or market this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Statista’s ranking methodology can be found Here.[/vc_column_text][/vc_column][/vc_row]

Aug 08
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Update on your Yellow Retirement Benefits

By 401k, Retirement

Yellow Corp officially filed Chapter 11 bankruptcy Sunday (8/6/23). Pensions & Investments published an article on August 7th, 2023, discussing the status of your Yellow Corp. retirement benefits.

Key Takeaways:

  • Participants whose benefits transferred to the insurance company in 2021 are not affected and will continue to receive 100% of their benefits.
  • Union employees will continue to receive their pension benefits. (These benefits will remain reduced).
  • Pension Benefit Guaranty Corp (PBGC) has the option to terminate Yellow’s pension and take it over.

Participants in the non-union Yellow pension plans should keep a close eye on what the PBGC decides to do in the coming days to understand what will happen to your benefits.

See Full Article:

https://www.pionline.com/pension-funds/yellow-corp-non-union-pension-participants-waiting-mode-after-bankruptcy-filing?utm_source=p-i-breaking-news-alert&utm_medium=email&utm_campaign=20230807&utm_content=hero-readmore&CSAuthResp=1691500914609%3A0%3A479097%3A391%3A24%3Asuccess%3AC9887CB4319507AFAD702BEFD9C37858#cci_r=

Jul 25
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Fortune: Uninsured depositors remain a ticking time bomb for the U.S. Banking system

By Market Outlook

According to Fortune, 40% of all deposits remain uninsured. Deposit insurance in U.S. banks is provided by the Federal Deposit Insurance Corporation (FDIC); for credit unions, it’s the National Credit Union Administration. The maximum amount covered is $250,000 in a bank account (although there are ways to have multiple covered accounts).  EWM is helping high net worth individual or a business with more than $250,000 in deposits increase their FDIC insurance, through Cantor Fitzgerald’s CF Cash Program. Learn more at EndowmentWM.com/cash.

 

Jul 05
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Earn More with your Cash!

By MoneyTips, Wealth Management

According to Bankrate’s most recent survey, the average interest rate on savings accounts is 0.49% APY with some larger banks, such as Chase, U.S. Bank, and Bank of America paying only 0.01% APY (Bankrate weekly survey dated 6/28/2023).  What Is The Average Interest Rate For Savings Accounts? | Bankrate

Endowment Wealth Management’s CF Cash Program, as of 7/5/2023, is paying 4.34% APY on the first $1M of deposits and 3.85% on any deposits above $1M. Don’t let big banks take advantage of your deposits! To learn more about our CF Cash Management Program, please visit www.endowmentwm.com/cash

Dec 30
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How Public Pensions are Handling Private Equity in the Current Environment

By Private Equity, Retirement

A recent Pitchbook article provides some insight into public pension manager’s private equity allocation in the current market.  The past twelve years have seen rising institutional asset allocations to private equity as declining public market return assumptions, combined with fixed return mandates affected increased allocations to alternative assets.  However, PE investors see current macroeconomic environment and inflation as heightening the risk for the asset class for the two to three years. Such risks, along with valuations are causing some, but not all institutional investors to consider reducing their PE allocations.  That may be the wrong approach, as the best years for PE have historically often been in the few years following recessionary periods, as valuations are typically more favorable. Will it be different this time? Some argue that valuations are higher and the overall allocation to the space is higher than previous periods. The trend has been that more companies are remaining private for longer periods of time and with the current IPO market so narrow, investors seeking higher returns may need to continue to lean into the space. To see the full article, see Will public pensions stick to their PE targets in 2023? Pitchbook.com 12/13/2022.

Dec 16
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State Mandated Retirement Plans for Small and Medium-sized Businesses

By Retirement

SECURE Act 2.0 Legislation Overview

  • The retirement industry experts widely expect it to pass by the end of the year (2022).
  • Take away the option for auto-enrollment (for 401k and 403b retirement plans).
  • Increases the tax credits for starting a company retirement plan from between 75-100%
    • Currently 50%
  • New credits for employer contributions
    • Historically been tax deductible. Moving forward will get a dollar-for-dollar tax credit.
  • Increases mandatory RMD age from 72 to 75.

Stats for Americans in retirement: These are the primary reasons for current legislation

  • 25% of U.S. adults have no retirement savings.
  • The median for individuals nearing retirement (ages 55-64) is less than $1,000/month in available income.
  • 40% of working Americans are confident their retirement planning is on track (overconfident?).

Legislation mandates have been introduced in most states and are currently active in 16 states.

Of those active:

  • Employee eligibility starts at age 18
  • All post-tax, Roth IRAs
  • Free administrative cost

Program details:

  • Contribution Limits
    • 401(k): $22,500 ($30,000 if older than 50)
    • IRA: $6,000 ($7,000 if older than 50)
  • Deadlines/Compliance
    • Many state-run programs require employer compliance by a given deadline.
    • Deadlines may be staggered or based on number of qualified employees.
  • Fees/Penalties
    • Employers may receive fines for failure to provide a retirement savings option to eligible employees.
  • Administrative Duties
    • Employers are often required to bear the burden of paperwork and processing to ensure program compliance.
Dec 15
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2022 Study on Private Philanthropy Trends

By Uncategorized

A recently released report conducted by Foundation Source summarizes giving and investment trends for nearly a thousand private foundations. Key highlights of the report include:

Giving Trends:

  • Private foundation endowments experienced double-digit growth in both 2020 and 2021.
  • Strong returns in 2020 presented an opportunity for private foundations to increase their giving in 2021. Larger foundations ($50-500 million in assets) increased their giving by nearly 21% from years 2020-2021.
  • In 2021, foundations collectively distributed an average of 7.2% of their assets for charitable purposes, generously exceeding the minimum distribution requirement of 5%.
    • Smaller foundations ($1-10 million in assets) gave nearly twice the minimum distribution requirement of 5% in 2021.
  • The Education Sector was the largest recipient (21%) of foundation funding in 2021.

Investment Trends:

  • Larger foundations have nearly 5-times the exposure to alternative investments than smaller foundations, and the lowest allocation to equities at 47.1% in 2021.
  • Foundations of all sizes experienced double-digit annual growth in both 2020 and 2021, gross-of-fees, with larger foundations leading at 16.5% over this two-year time period.

Foundations gave more abundantly in 2021 as they looked to contribute to pandemic recovery efforts. Even through times of economic distress, private foundations have continued to increase their charitable giving as they pursue their respective missions.

Details to Note:

  • Endowment Wealth Management maintains a strategic relationship with Foundation Source. View our press release from 2020 Here.
  • Foundation Source has been releasing its annual report on foundations since 2008.

 

View the Full Report Here.

Oct 28
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Endowment Index Press Releases Discontinued

By Uncategorized

SEC Marketing Rule 206(4)-1, places new requirements on the distribution of hypothetical performance on investment advisers. To comply with the Rule, ETF Model Solutions will no longer provide Endowment Index® performance data via press release. Investment professionals, institutional investors, endowment managers, family office staff and accredited investors who wish to continue to receive Endowment Index® performance data should visit EndowmentIndex.com and sign up to receive future updates directly

The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or who otherwise incorporate alternative investments within a comprehensive asset allocation. The Endowment Index® measures performance for a multi-asset, globally diversified, three-dimensional portfolio that includes Global Equity, Global Fixed Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index applies an objective, rules-based construction methodology based upon portfolio allocation data obtained from over 700 educational institutions that collectively manage over $820 billion as of 6/30/21. Each of the 22 sub-indexes that currently comprise the Index are investable and contained within those sub-indexes are over 47,000 underlying securities.

ETF Model Solutions, LLC serves its clients as an ETF strategist, designing and managing ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment Philosophy®. The Firm offers ETF-based diversified target-risk models, and asset class models for use by investment advisers and retirement plans. ETF Model Solutions, LLC also provides digital investment services to individual investors through the website, www.MyRoboAdviser.com.

Contact: Tim Landolt MBA, Managing Director, 920.785.6012
Info: www.ETFModelSolutions.com or www.EndowmentIndex.com

Disclosure: Information presented for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. You cannot invest directly in an index. Indexes do not contain fees. Past performance is not necessarily indicative of future results. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Performance information provided is net of any underlying exchange-traded fund expenses but does not include any other fees or expenses. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.