Blog (13)

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...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 14, 2021

The NCAA Men’s Basketball Tournament rolls around each year, the culmination of an entire season of...

by Syverson Strege Commentary | February 1, 2021

What could happen if you lost one of your passwords? Ask Stefan Thomas. Mr. Thomas may lose $220...

by Lance Gunkel CFP® CFA Managing Director | January 20, 2021

While growing up, I was an enthusiastic collector of baseball cards.My brother and I were part of...

by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | January 10, 2021

We feel that each of our clients has made it through 2020 with very few financial issues. One of...

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