Spectrum Investment Advisors, Inc.

09/02/2026

Spectrum Investment Advisors proudly hosted the annual Cristo Rey Memorial Golf Outing at Ironwood Golf Course—a day filled with purpose, community, and celebration. This year, we raised $18,000 for the Rick Danning Scholarship Fund at Cristo Rey Jesuit High School Milwaukee.

This 2-year scholarship recipient is Nataly Esquivel Campos. Best of luck in your next chapter!

Read Press Release -> https://www.prnewswire.com/news-releases/a-day-on-the-course-a-difference-in-the-community-cristo-rey-memorial-golf-outing-302867892.html?tc=eml_cleartime

08/25/2026

This quarter, we're breaking down market performance, the impact of AI and energy on corporate earnings, inflation trends, and what it all means for your financial strategy.

Stay informed and read the full newsletter here:

Discover insights in our Q3 2026 Newsletter. Explore market highs, AI impact, and inflation trends. Stay informed with our quarterly Newsletter.

08/18/2026

Retirement is more than a date on the calendar—it's a major life transition. As you get closer to retirement, taking a few proactive steps can help you feel more confident about the road ahead and avoid last-minute surprises.

Learn More: https://www.spectruminvestor.com/wealth-management

08/14/2026

Today is Financial Literacy Day — a great reminder that building financial confidence starts with the right habits. From budgeting to preparing for the unexpected, small steps can make a big difference in your long-term financial well-being.

Take a look at five smart money habits that can help strengthen your finances and put you on the path toward your long-term goals.

Spectrum Investment Advisors is here to help guide you along the way.

08/13/2026

We're thrilled to welcome three talented new team members to Spectrum Investment Advisors!

🔹 Frank Windt — Financial Education Advisor
Frank joins our Financial Wellness team, helping employees build confidence in their financial future.
🔹 Tricia Sendelbach — Sr. Relationship Manager
Tricia brings over two decades of retirement plan expertise to our team, partnering closely with plan sponsors to deliver strategic, fiduciary-focused guidance.
🔹 Jeff Wozniak — Financial Education Advisor
Jeff also joins our Financial Wellness team, bringing his passion for financial education to help employees across our client base.

08/06/2026

Spectrum Investment Advisors' Marketing Manager, Angelica Niemann, spoke at the Wisconsin Retirement Plan Professionals Annual Meeting, where she presented on "The Value of In-Person Networking in a Digital World."

Her presentation focused on practical ways to strengthen networking skills, make memorable first impressions, build authentic connections, and use technology to complement—rather than replace—meaningful human interaction.

Spectrum Investment Advisors is proud to support organizations that invest in professional development and create opportunities for industry leaders to connect, learn, and grow together.

08/04/2026

Spectrum Investment Advisors is proud to host the Cristo Rey Golf Outing on Wednesday, August 26 at Ironwood Golf Course. This event is open to the public, and every golfer, sponsor, and supporter helps create educational opportunities for Cristo Rey Jesuit High School Milwaukee students through scholarships.

Want to learn more about the mission behind the event? Watch Manuel Rosado discuss the outing and its impact during his recent interview with Telemundo Wisconsin: https://lnkd.in/e4B-4qEB

We look forward to seeing you on the course!

08/03/2026

Visit our website to explore financial wellness tools, calculators, educational articles, webinar recordings, and other resources designed to help answer questions and support your financial journey.

Start Exploring: https://www.spectruminvestor.com/financial-wellness

07/29/2026

Each year, our Retirement Plan Seminar provides an opportunity to step back and reflect on where the retirement plan industry is headed.

Following this year's event, Manuel Rosado, President of Spectrum Investment Advisors, shares five key trends he believes will have the greatest impact on employers and plan fiduciaries in the years ahead.

Read the full article: https://www.spectruminvestor.com/post/reflections-from-the-retirement-plan-seminar

07/27/2026

A successful retirement plan requires more than simply offering benefits—it requires ongoing oversight, thoughtful decision-making, and a commitment to acting in participants' best interests. Strong fiduciary governance can help employers manage risk, improve plan outcomes, and create a better retirement experience for employees.

Let’s Connect -> https://www.spectruminvestor.com/retirement-plan-contact