Blog (12)

by Lance Gunkel CFP® CFA Managing Director | October 3, 2021

It was the day after my high school graduation party, and I opened many cards wishing me well in...

Capital Gains

by Syverson Strege Commentary | September 21, 2021

Financial Planner Tyler Conley gives a definition of capital gains and the difference between...

by Syverson Strege Commentary | August 19, 2021

Death…it’s something that no one wants, but everyone experiences, including our clients. The...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | August 4, 2021

If you have children under 18, you may have noticed a deposit from the IRS on July 15. This is the...

by Lance Gunkel CFP® CFA Managing Director | June 28, 2021

Let the games begin, hopefully! After being postponed last year, the Summer Olympics return to...

by Rena Striegel President Transition Point Business Advisors | June 28, 2021

Succession planning is often delayed or derailed due to dysfunction in the family. When a group...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | June 16, 2021

What goes on behind the scenes to manage the investment portfolios of our clients? Join me for an...

by Larry Fowler Founder of the Legacy Coalition | May 22, 2021

The Amazing Potential of a Grandparent In America, the grandparent role is hugely overlooked and...

by Lance Gunkel CFP® CFA Managing Director | April 6, 2021

As a kid growing up in Bismarck, my brother Jason (our Chief Investment Officer) and I were able to...

by Julie Summa Former Director of Marketing & Communications | March 31, 2021

My husband and I have had the privilege of knowing Johnne for over 20 years, including an...

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