Our financial planners share their thoughts about financial planning, the economy and the markets.
Jack Moller, CFP®
Last October, I wrote about the need to be prepared for typical fourth quarter volatility. Well, it looks like it was postponed until 2022 and all crammed into January.
Nate Eads, CFP®
(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?
Brian Fritzsche CFP®, CFA, CRPC®
As several areas of the market continue to make all-time highs, there might not be many assets in a portfolio that have lost money since being purchased. However...
As we approach the end of the year, many investors might be needing to take a required minimum distribution (RMD) from a retirement account, either one that they own...
Before writing this post, I looked up Webster’s online dictionary and, among others, found the above definition for the word “perspective”. And, honestly, as I recently “celebrated”...
Nancy Fehrenbach CFP®, CFA
Estate planning is a topic that is important to discuss but many people avoid talking about it with loved ones. We don’t want to bring up the difficult topics of declining...
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