We Help You Plan For The Future With Confidence

Most people dream about what they’ll do when they retire, but they don’t know how much money it will take to get there.  We use evidence-based investment strategies to help our clients prepare for the retirement of their dreams.

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Market Volatility and the Coronavirus

  • February 27th, 2020

2020 – 02/27 by Jared Kizer On Monday and Tuesday of this week, equity markets dropped significantly in response to renewed concerns related to the coronavirus. Over those two days, the global equity market¹ fell by 5.2% and is now down 4.0% for the year. In addition, interest rates fell to record levels, with the…

Educate Your Heirs

  • February 25th, 2020

2020- 02/20 Connie Brezik  One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful and have had…

The SECURE Act and Student Loan Repayments: The Gift of Options

  • February 10th, 2020

Becca Craig, ABA, 2/4/2020 Much of the discussion surrounding the recently passed SECURE Act focuses on employer-sponsored retirement plans, IRAs and inherited IRAs. Yet, tucked away in the new law – which aims to expand access to retirement savings vehicles, preserve retirement savings, and encourage better savings habits – is the expansion of what counts…

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