Market Review First Quarter 2022
Posted by Matt Somberg, Nick Hogrefe, Dave Mitchell on Tue, 04/19/2022 - 16:00
Market Review First Quarter 2022
First Quarter 2022 Lessons Learned--or Relearned
Posted by David Mitchell on Wed, 04/06/2022 - 14:51
A few things to keep in mind after an unusually difficult quarter
What is IRMAA and Why Does it Matter?
Posted by Dan Heffernan on Tue, 03/22/2022 - 16:23
Understanding Medicare premium costs
Our thoughts on how the Ukraine crisis impacts your portfolio
Posted by Matt Somberg on Mon, 02/28/2022 - 11:32
Clarity During a Time of Uncertainty
Market Review Fourth Quarter 2021
Posted by Matt Somberg and Nick Hogrefe on Mon, 02/07/2022 - 11:32
Market Review Fourth Quarter 2021
Matt Somberg New Year Letter
Posted by Matt Somberg on Mon, 01/24/2022 - 09:40
Matt Somberg New Year Letter
Back to Basics
Posted by Jim Newman on Thu, 09/16/2021 - 10:46
Three Investing Fundamentals to Keep Things Simple
The Financial Impact of a Cognitive Decline
Posted by Kathy Erickson on Fri, 07/30/2021 - 14:44
Are you financially prepared for a mental decline?
Time to worry about inflation?
Posted by Nick Hogrefe on Wed, 06/30/2021 - 10:16
Long term trends suggest no. Here's why.
How to manage the tax burden of Required Minimum Distributions
Posted by Ryan Olschefskie on Wed, 05/19/2021 - 15:24
How to manage the tax burden of Required Minimum Distributions
