investment management conference
Investment Updates From London: Get Insights From the 72nd CFA Institute Annual Conference

by Lance Gunkel, CFP®, CFA, Managing Director | May 14, 2019

Lance Gunkel is in London attending Disruption: The New Reality in Investment Management. Learn what's new in investing!

Retirement planning
When Clarity and Strategy Lead to Enriched and Empowered Lives

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | May 7, 2019

Trusting a certified financial planner can help you reach your goals and set up a retirement plan for your unique story.

2019 Q1 market updates
2019 Quarter 1 Updates in the Investment Market

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 11, 2019

investments journey
The Mountain Journey of Investment Withdrawals

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 10, 2019

Deciding the best withdrawal tactics for your investments can be challenging. We can help you consider all your options.

purpose and passion
Purpose and Passion: Faith. Family. Farm.

by Lance Gunkel, CFP®, CFA, Managing Director | March 27, 2019

Many folks pursue true passions when they retire. Discover the shocking retirement path of former NFL star, Jason Brown.

Tax return impact from 2018 tax laws
Are You Affected by the New Tax Laws?

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | March 21, 2019

IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase.

The Flat-Out Truth

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 30, 2018

Long Term Senior Care
Parenting the Parent Series: Financing Long-Term Senior Care

May 31, 2018

Many senior citizens today, and in the near future, face an intersection of two lines; expanding life expectancy while depleting financial resources. Here are some options that may help reduce the costs for seniors and their care providers as they plan for the future.

Senior Housing
Parenting the Parent Series: Senior Housing 101

May 21, 2018

There was a time when older Americans lived with a certain dread that they might end up in "the home." The past few decades have seen the associated stigma of senior housing dissipate with an explosion of options that in some cases make today's "home" an appealing destination for an aging population. Here we will present a basic overview of the various options available to today's aging population and their care managers.

Charitable IRA Rollover: Designated Funds or Donor Advised Funds?

May 8, 2018

Learn the best method for a Charitable IRA Rollover to your charity of choice.