Teresa McAlpine, CDFA

09/02/2026

The next crop of IPO listings will be huge. Their returns may not be

09/01/2026

Failing to talk with heirs, properly diversify investments, or learn to enjoy their wealth are common client behaviors that advisors try to correct.

08/31/2026

The One Big Beautiful Bill Act, signed into law in July 2025, made permanent the suspension of the deduction for miscellaneous itemized deductions subject to the 2-percent floor, including unreimbursed employee expenses, and cannot be claimed on Schedule A of IRS Form 1040. If you are an employee, y...

08/30/2026

A $50,000 inheritance can be a meaningful financial springboard—but what matters most is what you do next.

08/29/2026

What is blockchain, and why does it matter?

08/28/2026

Millennials may have spent years being cast as financially stuck, but new data suggests many are starting to feel better off.

08/27/2026

A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

08/26/2026

Homebuyers were hoping for relief in 2026, but rising mortgage rates have pushed that hope further out of reach. What would it take for rates to drop?

08/25/2026

If the financial advisor you've been working with has recently moved on from their firm, you may be wondering what happens next.

You don't have to start over.

I've been a local financial advisor since 2013, and my approach has always started with understanding the person before making recommendations about the money.

A change in advisors can be an opportunity to take a fresh look at your financial life, without losing sight of the work you've already done. Your investment history matters. So do your retirement goals, your family, the decisions you've made along the way, and what you want the next chapter of your life to look like.

You may be wondering whether your current investments and financial strategy still make sense, what you should be thinking about now, or simply whether the advisor you've been connected with is the right fit for you.

You have choices.

My role is to help you understand those choices. We'll talk about where you are today, what matters most to you, and what you need from an advisory relationship going forward.

Financial planning isn't only about investments. It's about making thoughtful decisions with the resources you've built and having someone who understands the bigger picture when life changes.

I'm based here in downtown Sheboygan and work with individuals and families who value a personal, long-term advisory relationship. If meeting face-to-face matters to you, it matters to me too.
If you're wondering what comes next, we can start with a conversation.

Call me at Wisconsin Advisors at (920) 208-5696 or visit wisconsinadvisors.com to learn more. You may also book online directly at https://oncehub.com/TeresaMcAlpine

Securities and advisory services offered through LPL Financial , a Registered Investment Advisor, Member FINRA/SIPC.

Please follow the instructions to schedule time with me - it's fast and easy. Currently, appointment requests are available via phone or by Zoom video conference. Please contact me if you prefer to schedule a time to meet in person or if you would like to schedule an evening meeting. If you do not f...

08/25/2026

For many years, the American dream has been defined by believing that hard work, smart choices, and perseverance can make things happen.