Albatross Financial

🎉 One year of Albatross Financial 🎉

Tomorrow marks one year since I took the leap and started Albatross Financial — and I’ve spent a lot of time reflecting on just how much can happen in 12 months.

When I started, I knew building something of my own would come with challenges. What I didn’t fully appreciate was how many people would be willing to support, encourage, refer, and believe in me along the way.

I’m incredibly grateful for every client who has trusted me with something as important as their financial future. I’m grateful for the friends, family, and professional connections who have opened doors and sent people my way.

The first year has been a lot of learning, a lot of hard work, and a lot of growth — both personally and professionally.

Most importantly, I’m proud of what Albatross has become, and I’m even more excited about where it’s going.

Thank you to everyone who has been part of the first year. I truly couldn’t have done it without you.

Here’s to year two. 🥂

Jake Buman

Thank you Invest in Others for selecting me as one of the 75 honorable mentions from their nationwide search for advisors with a commitment to their community. Thank you to the other 10 advisors within Cambridge Investment Research, Inc. for their work they are putting into their communities as well. It was a great way to shine the light on what St. Joseph Food Program is doing to uplift our community.

2026 Invest in Others Honorable Mention recognizes 75 advisors for their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves. Awards announced July 21, 2026. See investinothers.org/awards/ for more information.

Albatross Financial Jake Buman

We’re beyond proud to share that 11 advisors affiliated with Cambridge have been recognized in the 2026 Invest in Others Awards for their commitment to philanthropy and community service!

Congratulations to these two finalists for earning $25,000 for the charities they represent:

🔷 Ben French of CoreNorth Capital Planning — Catalyst Award
🔷 Mike Brady of Generosity Wealth Management — Volunteer of the Year Award

And congratulations to the following nine honorable mentions for receiving $2,000 for their charities:

🔶 Brandon Bettis of Epic Holistic Partners
🔶 Daniel Jeffery of Converge Wealth Partners
🔶 Jake Buman of Albatross Financial
🔶 Jamie Docster of Cambridge Investment Research
🔶 Javier Tafoya of Axiom Wealth Alliance
🔶 Keith Piscitello of Simply Sophisticated Wealth Planning
🔶 Kim Gaxiola of Resilient Wealth Planning
🔶 Nancy Rodriguez of Bob Richardson & Associates
🔶 Robin Morgan of Robin Morgan Financial

Please join us in celebrating all 11 of these advisors for making a difference in their communities and earning funding for such wonderful causes!

📄 More about these advisors and the nonprofits they support: https://ow.ly/UhRa50Zv7Vu

At this time, we are without power. We will be rescheduling our appointments over the next few days until it is restored. However, if you need immediate assistance, we are available via email or call/text (920) 212-8182.

On that note, we are thinking about all of the families and businesses impacted by this storm. Don’t hesitate to reach out, Cortney and I would be happy to help.

Small Lessons Create Big Results

One week at summer camp doesn't change a child's life.

But years of learning, growing, and building habits can.

Investing works much the same way.

Most wealth isn't built through one great investment. It's built through consistent saving, disciplined investing, and patience over time.

Small actions repeated consistently often produce extraordinary results.

What was your favorite summer camp, activity, or childhood summer memory growing up?

Here is a couple of ours Albatross Financial:

⛺ Camping with my Family
🏹 My kids learning golf and archery
🎙️ Choir Camp- new friends, music, and performances

Jake Buman

Every Great Trip Needs a Destination

Summer road trips start with a destination and a route. Financial planning works the same way.

Many people spend more time planning a week-long vacation than they do planning retirement. Yet retirement could last 20-30 years.

The most successful financial plans begin with a simple question:

"Where are you trying to go?"

Whether it's retiring early, helping children through college, purchasing a vacation home, or leaving a legacy, clarity creates confidence.

This summer, take a few minutes to think about your destination—not just your next vacation.

What's one place that's still on your family's summer bucket list this year?

Here is a couple of ours:

**Go to Washington Island and see the Lavender Fields
**Hike Witches Gultch in Baraboo
**Spend time with the kids at the Lake
**Take a family road trip and cross off a stateside destination (Niagara Falls, Mount Rushmore, etc...)

Jake Buman Cortney Curran

Many great financial advisors I’ve met over the years aren’t “ready to retire”… but they are starting to think about what the next chapter looks like.

If that’s you (or someone you know)—I’d welcome a conversation.

Not about “selling your book” overnight.

More about:
• Creating a thoughtful transition plan for your clients
• Preserving the relationships and trust you’ve built
• Exploring a gradual handoff vs. a hard stop
• Structuring something that works for you personally and financially

I’m a practicing advisor who cares deeply about long-term client relationships and continuity—not just transactions.

This doesn’t have to be a “big decision” conversation—just a starting point to explore options--feel free to message me directly.

😒 Not fully satisfied with how your taxes have looked the last few years ❓

You’re not alone – and the good news is that thoughtful planning can often make a meaningful difference over time.

When I meet with individuals and families, we talk through questions like:

👉 How are your investment accounts positioned from a tax perspective (pre‑tax, Roth, after‑tax)?

👉 Are you taking full advantage of available retirement plan options at work or through your business?

👉 How will future withdrawals in retirement impact your tax bracket?

👉 Have recent life changes (job, business income, relocation, inheritance) affected your overall plan?

👉 Is your current strategy aligned with your long‑term goals and risk comfort?

If you’d like to review your current situation and discuss general planning considerations, I’m happy to connect. Give us a ☎️

Confidence starts with a plan.


Jake Buman

For informational and educational purposes only. Not individualized tax, legal, or investment advice. Please consult your professional advisors about your specific circumstances.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA|SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Albatross Financial, LLC and Cambridge are not affiliated.

Most people don’t “fail” retirement because of the market.
They fail it because of planning blind spots.

I put together this quick graphic on the most common retirement mistakes I see: from investing too aggressively (or too conservatively) to ignoring taxes and healthcare.

Which of these feels most real to you right now?

Confidence starts with a plan. Let's make sure your plan is taking these blind spots into consideration.


Jake Buman

Do any of these sound familiar? Are you sharing similar concerns or do you know someone who is? Give us a call and see how we can help.

Confidence starts with a plan.

Jake Buman

When going to our website - we have a CLIENT HUB tab on top.

On this tab you will find multiple login points for some commonly used investment companies and even the social security website.

There is also a free market commentary that will be posted each week, most recently on Monday February 2nd. If you click on "older entries" you can view the previous weeks as well.

Confidence starts with a plan.

https://www.albatrossfinancial.com/market-commentary/market-commentary-february-2nd-2026/



Jake Buman

Market Commentary | February 2nd, 2026 - Albatross Financial Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that underscored a steady policy stance amid ongoing economic uncertainty.