Inflation and a Financial Plan by Nancy Fehrenbach, CFP®, CFA
You cannot turn on the TV or read a newspaper without seeing articles talking about inflation lately. While you may hear economic data reported from time to time...
Paradigm Shifts by Jack Moller, CFP®
I’ve been thinking about the concept of paradigm shifts and also trend changes. It seems important to consider these topics in the world today when so much disruption...
Overview of Retirement Plans for Small Businesses by Brian Fritzsche, CFP®, CFA, CRPC®
According to a 2020 J.P. Morgan survey, just under 50% of small businesses offer a retirement savings plan to employees. Another survey shows that less than 30% of businesses...
Closing Bells (to the tune of Jingle Bells)
Past year no major falls The market’s on the rise Despite the bears’ crash calls It reached 66 new highs Inflation, will it last? Only time will tell How hard it is to make...
A Few Thoughts as We Enter the Last Quarter of 2021 by Jack Moller, CFP®
As we have entered this traditionally most volatile time of the year for markets, I wanted to share a few thoughts that I think are important to keep in mind and to help us maintain our peace of mind if market swings get “uncomfortable”.
What Would Bill Think About This Market? by Jack Moller, CFP®
Last quarter I wrote an article based on how I would respond to the oft asked question, “What do you think about this market”? I realize that today I am writing on the one-year anniversary of my dad’s passing...
