1516 Losey Boulevard South
La Crosse, WI 54601

Coulee Investment Center

(608) 784-3904

From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

Coulee Investment Center at Coulee Bank

Shari Hopkins, CFP®, Financial Consultant

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—Shari Hopkins can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the Coulee Investment Center website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.


Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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