Patterson Investment & Retirement Solutions

07/28/2026

Our office will be closed today due to a power outage. Please text (715-337-2424) or send us an email for any urgent requests. We will also be periodically checking voicemail. Sorry for any inconvenience.

07/03/2026

🇺🇸 Happy Independence Day!

Our office will be closed today, July 3rd, in observance of the Independence Day holiday.

We wish you and your family a safe, fun, and relaxing 4th of July weekend!

06/21/2026

Happy Father’s Day to all the dads, grandfathers, and father figures who make a difference every day. We hope you enjoy a great day with family and loved ones!

06/19/2026

Our office will be closed today, along with the stock market, in observance of Juneteenth.

We will return to normal business hours on Monday, June 22.

Have a great weekend!

06/17/2026

Earlier this week we had the opportunity to attend a Q&A session with Micah Parsons, followed by a photo with him and a great tour of Lambeau Field.

It was great to hear his perspective on perseverance through adversity, and how his injury last season reminded him to always stay sharp and stay focused on the basics.

To top it off, we even won a football and helmet signed by Micah!

Thank you to SWBC for hosting such an amazing event. It was a memorable experience, and we’re grateful to have been included!

06/10/2026

Way to go girls! 🏆

These girls dug deep to bring home 1st Place after winning in a shootout at the Oshkosh on the Water tournament last weekend! Congratulations!

Thank you Patterson Investment & Retirement Solutions for sponsoring our youth athletes and helping us get one step closer to field improvements at Oldenburg Sports Park!

06/08/2026

Are you taking too much risk with your investments… or not enough?

Your Risk Number can help measure your comfort level with market ups and downs.

Take the quick 60-second quiz here:
https://pro.riskalyze.com/embed/d7ecbbaf7b5bdc5c976b

05/27/2026

**SMALL BUSINESS OWNERS!**

Do you currently offer a retirement plan for yourself and your employees?

If not, it may be easier and more affordable than you think.

Many business owners assume retirement plans are expensive, complicated, or a headache to manage. The truth is, a SIMPLE IRA can be one of the easiest and most affordable ways to help your employees save for retirement while also helping you save for your own future.

✔ Easy to set up
✔ Low administrative burden
✔ Employee contributions through payroll
✔ Employer tax deductions
✔ Great benefit for attracting and retaining employees

According to Fidelity, only about one-third of small businesses currently offer a retirement plan. Offering one could help set your business apart from other employers in our area.

If you’ve been putting it off, let’s have a conversation. We’d be happy to walk you through how a SIMPLE IRA works and whether it makes sense for your business.

Source: https://newsroom.fidelity.com/pressreleases/fidelity-study--despite-concerns-about-the-future--two-thirds-of-small-businesses-do-not-currently-o/s/72432825-233e-4a33-a470-3bed305b2f04

05/25/2026

🇺🇸 Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country.
Their courage and service will never be forgotten.

Wishing everyone a meaningful Memorial Day!🇺🇸

04/03/2026

Our office will be closed today for Good Friday. We hope you have a wonderful Easter weekend filled with joy and blessings!