Blog

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | April 23, 2020

Last year I was inundated with questions about how to help with planning for a parent’s long-term...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | April 16, 2020

The U.S. stock market (as represented by the S&P 500) has had a relatively tame week compared to...

by Wayne Johnson MBA CFP® AEP® CAP® Senior Financial Planner | April 14, 2020

I was not one of those people who hoarded toilet paper when the coronavirus epidemic began to...

by Lance Gunkel CFP® CFA Managing Director | April 5, 2020

I recently escaped the Iowa winter by taking a trip with my family and dad on a Caribbean cruise....

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | April 3, 2020

The stock market has swayed back and forth this week as investors tried to digest the rapidly...

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