Spectrum Investment Advisors, Inc.

10/22/2026

National Retirement Security Week is a timely reminder that retirement readiness starts with informed benefit decisions.

Our latest post shares five questions to help approach open enrollment with clarity: https://www.spectruminvestor.com/post/5-questions-to-make-open-enrollment-easier

10/01/2026

We're proud to announce that we've been named #1 in our division for the 2026 Best Places to Work this year by the Milwaukee Business Journal! This recognition reflects the incredible team we have — their dedication, collaboration, and passion make this the kind of place people love coming to work every day. Thank you to every employee who contributes to our culture and our success.

09/30/2026

Join us for our next Spectrum Investor® Coffee House event with James Jones!

The Super Bowl XLV champion and Green Bay Packers favorite will share stories from his nine-year NFL career and offer his take on how the Packers will stack up this season. Stay after the talk for photos and autographs with James.

About James Jones
Drafted in 2007, James spent eight of his nine NFL seasons with the Packers and helped the team win Super Bowl XLV. In 2012, he led the NFL with 14 receiving touchdowns. Today, he brings his experience and insight to fans as an NFL Network analyst.

https://www.spectruminvestor.com/event-list

09/21/2026

Annual Volunteer Day: This year, the Spectrum Investment Advisors team spent the day harvesting inside Kinship's hoop house — bringing in over 1,000 lbs of fresh produce, Kinships second-largest harvest of the year.

Kinship Community Food Center is a Milwaukee-based nonprofit dedicated to food accessibility, urban farming, and community connection through its farm and pantry.

Want to get involved? Sign up on Kinship's volunteer page for farm work, food distribution, or meal prep. https://kinshipmke.org/volunteer

Small actions can lead to big changes.

Press Release:
https://www.prnewswire.com/news-releases/spectrum-investment-advisors-returned-to-kinship-urban-farm-for-the-annual-volunteer-day-302879690.html?tc=eml_cleartime

09/15/2026

Please join us in welcoming Kristen Carioti to the Spectrum Investment Advisors team as Director of Financial Wellness!

Kristen leads our Financial Wellness team, helping clients build the knowledge and confidence to make smart decisions with their money through our GuideSteps® program. An economist and educator at heart, she's spent her career researching and teaching the topics that shape financial security — from paying off student loan debt to adopting an investor mindset. She's also the author of a personal finance textbook designed to make financial freedom accessible to college students, and she brings that same clear, practical approach to her work here.

Press Release -> https://www.prnewswire.com/news-releases/spectrum-investment-advisors-welcomes-new-team-members-earns-2026-best-places-to-work-recognition-302870161.html?tc=eml_cleartime

09/11/2026

Today we pause to honor and remember all those who lost their lives on September 11, 2001, and to recognize the courage of the first responders, service members, and everyday heroes who ran toward danger to help others.
We remember. We honor. We never forget.

09/10/2026

It's National 401(k) Day! 🎉
Whether you're just starting out or you've been saving for years, it's always a good time to check in on your retirement plan. We've got 3 easy steps to help you stay on track — head to our website for more tips and resources.
https://www.spectruminvestor.com/resources

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