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by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | March 24, 2020

“.” Jamaican Proverb This famous Jamaican proverb is a philosophy which is built into each and...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 20, 2020

The coronavirus pandemic has affected the daily lives of millions more Americans this week. Many...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 13, 2020

With several sports associations suspending or cancelling their events this week, including the...

by Wayne Johnson MBA CFP® AEP® CAP® Financial Planner | March 8, 2020

Tax season brings up a wide range of thoughts and feelings, including anxiety of what you might...

Coronavirus: A Week in Review

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 6, 2020

The roller coaster ride in the stock market continued this week caused by more uncertainty of the...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | February 27, 2020

After showing minor symptoms in January, the stock market has officially been sickened by the...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | February 6, 2020

With Congress passing the SECURE Act in late December of 2019, it is important to know how it could...

Tax Season is Coming

by Syverson Strege Commentary | January 22, 2020

The Christmas decorations are down. You just finished ringing in the New Year. You have a feeling...

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | January 8, 2020

Debt is truly a double-edged sword — a blessing when used thoughtfully and selectively but a curse...

by Lance Gunkel CFP® CFA Managing Director | December 31, 2019

Cold temperatures, snowfall, and shorter days: all signs that winter has arrived and another year...

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