Wealth Planning Resources - Endowment Wealth Management, Inc.

Behavioral Finance Resources & Information

Endowment Wealth Management is a Member of the Behavioral Finance Network

Strategic Ignorance During Market Volatility

Topical Behavioral Finance Letters

June 2021: Improving Your Personal Investment Skills

May 2021: Don’t Worry, Be Happy

March 2021: Intellectual Humility

Make 2020 a Great Year

Fear, Perspective & Opportunity

Preserving Your Mental Health

Irrational Humans

Intentional Gratitude

Persistent Forecast

Cost of Investor Behavior

The Lure of Envy

Financial Planning

The Latest News

American Families Plan – May 2021

Is Inflation a Concern? – May 2021

Important 2021 Medicare Enrollment Information!

Enhanced Child Tax Credit

Endowment Wealth Management^® Inc. (“EWM”) is an SEC registered investment adviser (RIA) serving clients throughout the United States. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Headquarters: (NEW DEC 2019)

W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Green Bay Office:

111 N. Broadway,
Ste. 100, Green Bay, WI 54303 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Madison Office:

Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899

Milwaukee Office:

Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827

Chicago Office:

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850