Kulwicki Insights
Cut Through The Noise
Investing does not need to be overly complex. Cut through the noise with insights from experienced Wisconsin investment consultant, portfolio manager and wealth advisor Eric Kulwicki, CFA®, CFP®.
Recent Insights
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Wall Street Strategists’ Guesses Follow Markets Lower
Here we go again. Wall Street strategists continue to chase the market, this time adjusting their year-end target forecasts for the S&P 500 Index lower after the market declined. Last year, they chased the market higher, increasing their forecasts after…
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Investment Strategies Update – Q1 2025
As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary…
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Market Update – Q1 2025
Global Equity Markets Mixed While Bonds Rally in Q1 Financial markets began the year relatively strong, and investors were bullish following the Republican sweep of the November elections. As President Trump and his administration took office, investors were looking for…
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Outlook & Positioning – March 17, 2025
SUMMARY Remember volatility? Here we are again. Following the Republican sweep in the November elections, investors were optimistic about the potential for a strong business environment under Republican leadership. I’m not going to rehash my commentary on and concerns with…
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Political Uncertainty and Weaker Economic Data Impacting Financial Markets
Following the November U.S. elections, there was a general sense of investor bullishness based on what I considered a “default” belief that Republicans are good for the economy and risk assets. My concern was that even with a Republican sweep…
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Market Update – Q4 2024
Strong Year for U.S. Equities; Bonds Were Mixed 2024 was another strong year for investors in the U.S. equity market. The S&P 500 Index ended the year up 25.0% and the NASDAQ 100 Index was up 25.9%. Smaller U.S. companies…
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Updated Insights
Through Kulwicki Insights, Eric provides his clients, family and friends his updated thoughts on the markets, investment strategies and other financial topics.
Kulwicki Insights
Get to Know Eric First
Kulwicki Insights allows you to get a sense of Eric’s investment knowledge, philosophies and personality to help you determine whether or not a potential advisory relationship would be something to consider. Better to try before you fully commit!
Kulwicki Insights
Submit Questions
If you have a question about the markets, feel free to submit a question to Eric and he will attempt to share a thoughtful answer on Kulwicki Insights for all to potentially benefit.
Investment Consulting and Wealth Advisory Services
Advisory Services
Investment Consulting
Need a little guidance or a second set of eyes to help you execute your investment strategy on your own? Institutional and retail clients leverage Eric’s investment consulting services to help them manage their own investments.
Advisory Services
Wealth Advisory
Eric and his experienced team work directly with clients looking for help with financial planning, investment management, retirement, estate planning, insurance review and tax strategies.
Advisory Services
A Second Opinion
Don’t want your nest egg in one financial advisor’s hands? No one said you can only have one advisor. Contact Eric today to see how he can help provide a second opinion on your current investment and other financial strategies.
About Me
Eric Kulwicki CFA®, CFP®
Investment Consultant / Portfolio Manager / Wealth Advisor
(262) 798-7979
[email protected]
Freedom Wealth Alliance / Intrua Financial
675 North Barker Road
Suite 220
Brookfield, WI 53045
www.freedomwealthalliance.com
I never needed to be the face of anything. I don’t have a big ego to feed. I’ve always preferred to be a team player and I’ve been on a number of successful teams.
Throughout my career in the financial industry, I’ve gained a significant amount of experience in investment research, portfolio management and working closely with financial advisors as an investment consultant.
Over the years, I realized that I needed to work more directly with clients to make sure the message I am trying to get across to clients gets delivered correctly rather than solely relying on other financial advisors. I’ve witnessed too many investment mistakes from financial advisors that I felt that I needed to take action myself.
While I never thought I would need a website with my name in the title or my face all over the site, I do have a huge passion to help anyone that needs assistance on the investment and financial planning side of things. I needed a way to communicate my insights to my clients, family and friends in an efficient manner.
For these reasons I launched Kulwicki Insights and started to take on clients directly.