Market Turbulence
The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the...
Pooled Income Funds Offer Unique Options to Donors and Charities
This time of year many of us are collecting thank you letters from our favorite charities after...
Is a Charitable Remainder Trust Right for You?
This time of year, many of us are taking advantage of the most common form of charitable giving and...
Planning for Your Future
As you prepare for retirement, there can be several sources of income to provide for your needs....
We All Need a Fiduciary
Background & Status A fiduciary is an individual that is to act in a client’s best interest and put...
Skip the Trip! Apply for Social Security Benefits Online!
After working with your Financial Planner to determine when to apply for Social Security benefits,...
My Money Is Broken!
Imagine waking up one day to find that most of your money is about to become worthless. This past...
Your Investment Resolution
It’s New Year’s Resolution time. As a whole, we’re pretty bad at keeping resolutions; research...
Smoothing Out the Volatile Times
Watch Jason Gunkel's interview with Murray Coleman of Financial Advisor IQ. MURRAY COLEMAN,...
Living an Impactful Life
David Strege will be part of a panel discussion about Leading an Impactful Life for the West Des...
