Brenden Leese, CFP®Apr 27, 2022Investment ManagementStick with Your PlanKey Takeaways A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets in the future. Don’t...
Ryan M. Vogel, CFP®Apr 20, 2022Investment ManagementAt Times Like These, You Have More Control Than You Think Key Takeaways When everything seems unsettled in the world, it’s important to go back to basics. Focus on things you can control; not...
Ryan A. Dunn, CFP®Mar 30, 2022Investment ManagementMarch Madness Investing Lessons Key Takeaways As with investing, past performance does not guarantee future success in the NCAA basketball tournament. Don’t succumb to...
Robert Dunn, CFP®Mar 2, 2022Wealth ProtectionRussia – Ukraine Crisis: Impacts on Humanity and Well-Being This is certainly an unsettling turn of events. The behavior of one misguided individual and those that allow it to persist need to be...
Ryan M. Vogel, CFP®Feb 1, 2022Groundhog Day Deja VuKey Takeaways Since the 1870s, U.S. stocks have never lost money over any rolling 20-year period. They’ve rarely lost money over any...
Robert Dunn, CFP®Jan 26, 2022Investment ManagementTime to Rebalance Your PortfolioKey Takeaways With the remarkable growth of equities in recent years, your portfolio may be more heavily tilted to stocks (and...