Our Team
John Podzielinski
Asset Management Specialist
John is our Asset Management Specialist. In this role, John helps to service the client accounts of Senior Financial Planners AT Kohout, Andy Young, and Chloe Blythe. As our Asset Management Specialist, John’s primary responsibilities are compiling the necessary forms to maintain and manage client accounts and reconciling account information daily from Charles Schwab.
John is a Fort Wayne area native and a recent graduate of Ball State University, where he majored in Finance and Economics. John participated in club soccer at Ball State and is also an assistant soccer coach for a local High School. In his free time, he enjoys spending time with friends and family. He is a devoted Chicago Bears fan and is passionate about music.
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What happened with Silicon Valley Bank?
On March 10th, Silicon Valley Bank (SVB) was placed under the control of the Federal Deposit Insurance Corporation (FDIC). Like many, you’ve probably seen the panic-inducing headlines highlighting the collapse of the 16th largest bank in the US. What actually happened? And what unique characteristics of SVB played an important role in its collapse?
Summarizing the SECURE Act 2.0
The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
Q1 Newsletter Highlights + Insights
In our first quarterly newsletter of 2023, we break down how historically, uniquely challenging the market was in 2022 – and we detail how our team is approaching the market in the new year.
Financial Sense: Q1 2023 Newsletter
Index Returns Prior to 2022, there have only been two years (1931 and 1969) in which stocks and bonds were both down in the same year. To say this occurrence is uncommon would be a big understatement. In fact, there were zero years in which both were down more than...
Maximizing your retirement contributions
With the end of the year approaching, it’s a great time to ensure you are on track to maximize your retirement contributions. Here’s an overview of the contribution limits for 2022.
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