Blog

How John’s Horseback Riding Experience Turned into a Retirement Lesson

Jack summaries the changes and key drivers for the global stock market last month.

Nate shares 20 lessons learned from 20 years of financial planning and investing.

The U.S. dollar and small-cap stocks have strengthened, but we continue to wait-and-see which direction the tide pulls large-cap U.S. stocks, bonds, and international stocks.  For now, these markets continue their holding pattern.

Happy graduation season. We have five creative investment ideas - good planning for parents of graduates from grade school to grad school.

The U.S. Dollar’s continued rise may impact global stock markets.

A $22,000,000 Problem!  How the new tax law may change your estate plan.

March 2018 Market Update: Major Turning Point or Ongoing Trend?

The tax bill (aka Tax Cuts and Jobs Act) compromise version, where the House and Senate agree, has been finalized.  As a result of this new law, there are three actions taxpayers should consider before December 31st.

Nate pens another holiday financial poem: T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head…