Eric Kulwicki CFA®, CFP®

Investment Consultant | Portfolio Manager | Wealth Advisor
Eric Kulwicki is an investment professional based in Wisconsin, serving as an independent investment consultant, portfolio manager, investment manager due diligence analyst, and wealth advisor. With over two decades of experience in the financial services industry, Eric specializes in delivering institutional-caliber investment strategies to wealth management firms, advisory teams, and private clients.
Eric is a member of the Larson Financial investment committee and provides private wealth management services through Intrua Financial. A passionate advocate for financial literacy, Eric also develops multimedia educational courses and market insights designed to demystify complex investment concepts for individual investors. Prior to his current roles, Eric served as a Senior Portfolio Analyst and Vice President at Robert W. Baird, and previously as a Mutual Fund Specialist at U.S. Bancorp Fund Services. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Eric earned his Master of Business Administration with a specialization in Finance from Marquette University, graduating with honors, and holds a Bachelor of Business Administration from the University of Wisconsin–Madison.

Treasury I (Inflation) Bonds vs. The Fed

/ 4 minutes of reading

Treasury Series I (inflation) savings bonds have been all the rage with inflation hitting highs not seen in decades. I’m not going to go into detail about I Bonds as you can find a lot of great up to date information on the Treasury Direct website: https://www.treasurydirect.gov/savings-bonds/i-bonds/ I Bonds Summary Is inflation high and thus

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recession, economy

The “R” Word

/ 6 minutes of reading

What a perfect topic to start Kulwicki Insights! R-E-C-E-S-S-I-O-N A recession is a word used to indicate an economic slowdown. That’s it. A definition often used for a recession is two consecutive quarters of negative real GDP growth. This technical definition of a recession is a backward looking definition. It looks back the last two

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