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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...

by Syverson Strege Commentary | December 29, 2020

2020…a year like no other. It has been a year of unknowns, uncertainty, disbelief,...

by Ann Menke CPA Menke & Company Certified Public Accountants | December 13, 2020

Hello Folks! While COVID-19 has many aspects of our lives on hold, the tax beat goes on. Planning...

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

As we near the end of the year, financial planners across the country are helping to remind their...

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