Randall & Pobar, LLC - Your Financial Partners

Randall & Pobar, LLC - Your Financial Partners At Randall & Pobar, LLC, our mission is simple: to thoughtfully guide our clients so they can confidently navigate life transitions.

At Randall & Pobar, LLC our mission is to enhance our clients’ well-being by working in partnership with them through life changes, both planned and unexpected. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson P

artners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of Cetera Wealth Services LLC or CWM, LLC and have not been reviewed by Cetera Wealth Services LLC or CWM, LLC as to accuracy or completeness. Randall & Pobar, LLC was established in 2012 through a collaboration of parallel ideas. Our shared values and passion for client care and combined five plus decades in financial services, allowed us to develop multi-generational relationships with our clients, and continues to be an important focus for the firm. Following Janet Pobar’s retirement in 2020, R&P continues to fulfill our vision of consistently focusing on clients first. Ensuring we have the right strategic partners is a key to this and our affiliation with Carson Partners is a logical next step in providing our clients the best possible experience. We know you don’t spend your life thinking about your money and your investments, but instead about what you want to accomplish with your resources for yourself, your family and your community. Based on our experience and our affiliation with Carson Partners, we are uniquely qualified to help you build your financial roadmap – an important step toward a financial future which aligns with your values and goals. By placing the responsibility of managing your investments with us, you are free to focus on other aspects of your life most important to you. We look forward to serving you as your financial partners.

As families look for additional ways to give children and grandchildren a stronger financial foundation, many are consid...
07/29/2026

As families look for additional ways to give children and grandchildren a stronger financial foundation, many are considering the recently introduced Trump Accounts.

Starting early can make a meaningful difference over time, and for some families, Trump Accounts may become one component of a broader plan. As with any strategy, the right approach depends on your goals, priorities, and overall financial situation.

You'll find more details here:

You’ve probably heard of Trump Accounts—the new tax-advantaged savings and investment tool for minors. Established under Section 530A of the tax code,

We had so much fun earlier this month at our Client Appreciation Luau at the Racine Yacht Club! Thank you to everyone wh...
07/28/2026

We had so much fun earlier this month at our Client Appreciation Luau at the Racine Yacht Club! Thank you to everyone who braved the heat to spend the evening with us.

Events like these remind us that the relationships we build with our clients extend far beyond financial planning. We truly value the opportunity to connect, laugh, and celebrate together.

A special thank you to Janet for sharing her wonderful club with us; Pam and Bob for the great idea; Mary for her incredible leadership, planning, and creativity; Bella and Garrett for their creativity and help bringing everything together; and the entire R&P team for everything they did, from setup to cleanup, to make the evening such a success.

We are also grateful to Monte and the team at the Racine Yacht Club for being wonderful partners, and to Doug and his quartet for providing the perfect soundtrack to a beautiful summer evening.

Here are a few of our favorite moments from the day. 🌺

If you enjoyed the World Cup, you may appreciate some observations from our Chief Macro Strategist, Sonu Varghese.
07/23/2026

If you enjoyed the World Cup, you may appreciate some observations from our Chief Macro Strategist, Sonu Varghese.

5 weeks, 48 teams, 104 games, a record-breaking 308 goals, 1 winner. Congratulations, Spain! The final was anti-climactic and, dare I say, boring, but the team that deserved to win did so. Still, it was an amazing five weeks of entertainment, and now it feels like a hangover. I yearn for more, so I....

07/10/2026

What has driven market resilience in 2026, even amid inflation, volatility, and geopolitical uncertainty?

Carson's Midyear Outlook 2026 examines the key factors shaping today’s market environment, from AI investment to shifting inflation trends, and what investors may want to watch in the months ahead.

Get the full breakdown: https://tinyurl.com/MYO2026social

Please reach out to us with questions or to discuss.

The opinions contained in this complimentary download is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC, or its registered representatives. This information is from sources believed to be reliable, but Cetera Wealth Services LLC cannot guarantee or represent that it is accurate or complete.

07/04/2026

Happy 250th Birthday, America. Happy Independence Day, all.

Michele ponders transitioning to a new decade next year in our latest 'Confidently Navigating Life Transitions' blog pos...
06/17/2026

Michele ponders transitioning to a new decade next year in our latest 'Confidently Navigating Life Transitions' blog post. We'd love to hear about your experiences as you've contemplated the gift of a new decade.

Aging—gracefully, boldly, quietly, hesitantly…? Whatever approach you choose, there are going to be surprises along the way. Each year around my birthday,

Such fun with the amazing Cam - Varitay Studios! More to come soon...
06/16/2026

Such fun with the amazing Cam - Varitay Studios! More to come soon...

This week, Michele was in Chicago with Carson partners from around the country, exchanging ideas, exploring new perspect...
06/06/2026

This week, Michele was in Chicago with Carson partners from around the country, exchanging ideas, exploring new perspectives, and learning from industry experts. Investing in continuous learning helps us bring fresh insights and greater value to the clients we serve.

I'm excited to share the first blog entry in Confidently Navigating Life Transitions, Finding Hope in the Move to Assist...
05/26/2026

I'm excited to share the first blog entry in Confidently Navigating Life Transitions, Finding Hope in the Move to Assisted Living by Jennifer Eastman.

Article by Jennifer Eastman, Owner, and Certified Senior Advisor (CSA) with Assisted Living Locators For many seniors and their families, the thought of

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1458 Horizon Boulevard, Ste 100
Racine, WI
53406

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