A 2020 Message from Leadership
2020…a year like no other. It has been a year of unknowns, uncertainty, disbelief,...
What You May Need to Know for Year-end Tax Planning
Hello Folks! While COVID-19 has many aspects of our lives on hold, the tax beat goes on. Planning...
4 December Deadline Dates You May Need to Know About
As we near the end of the year, financial planners across the country are helping to remind their...
It Happened Again
It happened again, just like it always does. My wife, Kasey, my young boys, Ryker and Maverick, and...
How a Fresh Start Can Happen Before the New Year
This August, my boys joined other kids across the country in returning to school. This year is not...
How the Presidential Election Might Affect Your Portfolio
You may be surprised at what history tells us about stock market activity during past presidential...
What Do David Strege and Financial Literacy Have in Common?
Did your parents teach you how to write a check? Balance your checkbook? Who taught you about...
Variable Annuities PSA
Simply stated, variable annuities are not always bad, yet it is a unique circumstance when they are...
6 Reasons Why Intelligent People Might Not Have a Financial Advisor
Phone calls are being made all across the country. Some of these calls are to financial planners...
How Johnne Syverson Was Involved in Making History
Sometimes scanning a whole string of credentials behind a financial advisor’s name can be puzzling....
