Blog

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | May 29, 2020

The U.S. stock market (as represented by the S&P 500 Index) is on pace for a positive week with it...

by David Strege CFP® CFA CKA® Senior Financial Planner | May 25, 2020

I’m the type of person who craves knowledge and seeks education in just about every area of my...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | May 15, 2020

The stock market (as represented by the S&P 500) has had more of a toddler roller coaster ride to...

by Adam Steen Director of Business Development | May 7, 2020

I have been working from home for almost eight weeks and it reminds me of a long inning in a...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | May 3, 2020

In a recent Zoom webinar, I caught myself saying, “We don’t like dusty plans.” At the moment it...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | May 1, 2020

The U.S. stock market (represented by the S&P 500 Index) just had its best performance in April for...

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