Archive

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal…

As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the…

Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more! We hope you find this…

Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition…

Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their…

In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April’s update are: Bond yields have come…

Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit you in tax savings! Interested…

Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that…

In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update are: Even though the market…

Did you know there are changes to your 2022 taxes? Craig Anderson, Wealth Manager, reviews changes to your 2022 taxes and shares tips on how you can utilize advantages to…