Blog

Jack reviews the current market environment and highlights some global issues to keep an eye on.

With many parents struggling to help finance their children’s schooling, the 529 plan remains one of the best options when it comes to saving for college.  This article provides an introduction to 529 plans and explains how they can be utilized to help achieve your family’s educational goals.

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?