Filter Blog by:


Happy 2019!

Happy 2019!  It has not been a particularly happy several months in the market as you are most likely aware.  This last week or so has been really crazy with the DOW posting its largest single day point gain in history only to be followed the next day by an 800 point swing first starting out down over 600 points and then finishing up over 200 points!  Read more

year end planning


7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

happy holidays


Blessing of the Holiday Season to you 2018

First and foremost, I want to express our gratitude to you once again for your trust and your business. It has been quite a year. Many of you, and you know who you are, have been going through some really tough stuff this year and we have been there by your side walking through it with you. It is truly why we are here, to help guide you through transitions in life that come out of nowhere and that you are overwhelmed to deal with without help.

Read more


Season’s greetings!

As we approach the end of the year and we are in the season of giving and thanksgiving, I want to make sure I express the gratitude that we have for each of you and for allowing us the privilege to be a part of your lives in helping guide you through the complexities of the financial world. Read more


The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more


Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more


4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more


Return on Life: Intro

Hey there!  It’s Kent.  We hope your summer was spectacular.  In our continuing effort to expand our value to you and enhance your lives, I wanted to introduce my intentions to bring you a series of video blogs.  Read more

Diversified Investments Global Image


4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more


Cybersecurity an Ever-present Danger

Since this is a topic most people are concerned with, I thought it would be helpful to offer just a few quick tips to protect yourself and your loved ones from many of the Cyber threats we are constantly faced with.  Read more