Ryan M. Vogel, CFP®Nov 16, 2022Investment ManagementReducing Concentrated Stock Positions Key Takeaways One silver lining to today’s highly volatile bear market – great planning opportunities. If an individual stock accounts...
Brenden Leese, CFP®Nov 9, 2022Wealth ProtectionCollege Saving Amid 529 Declines Key Takeaways If your children are young, you have plenty of time to recover from the current bear market, even if in an aggressive...
Ryan A. Dunn, CFP®Nov 2, 2022One Benefit of Today’s Uncertain Times: A Strong U.S. Dollar Key Takeaways A strong U.S. dollar means now is a great time to travel abroad or to purchase foreign imports. As the world’s safest and...
Robert Dunn, CFP®Oct 27, 2022Investment ManagementDuring Times of Stress and Uncertainty It’s Time to Lean In Key Takeaways A decade-long bull market and historically low interest rates made us complacent. Doing nothing can be just as dangerous to...
Robert Dunn, CFP®Oct 7, 2022End of Quarter Market VolatilityAt the end of a quarter (click here for Quarterly Market content), we typically provide two pieces of content to highlight what has...