Bridget Handke, CFP®, CAP®
Mar 6, 2019 10:20:53 AM

During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. Schools were closed and it was...

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Rachel Infante, CFP® CSRIC® CDFA®
Feb 21, 2019 10:40:39 AM

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

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Steve Dixon, CFA® CSRIC®
Feb 13, 2019 10:20:38 AM

Market Insight - February 2019 If you ever doubted the influence that central banks, particularly the U.S. Federal Reserve, have over financial...

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Dana Brewer, CFP®
Feb 7, 2019 10:24:43 AM

After ending the year with a major market drop, it's natural to wonder how to react and how to avoid over-reacting. We'll discuss what you should...

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Damian Winther, CFP® CSRIC®
Jan 30, 2019 9:32:37 AM

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The...

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Dana Brewer, CFP®
Jan 15, 2019 4:16:58 PM

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a...

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Bridget Handke, CFP®, CAP®
Dec 13, 2018 3:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

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Rachel Infante, CFP® CSRIC® CDFA®
Dec 6, 2018 11:20:40 AM

Remember the first time you met your partner and had many in depth conversations about each other? What’s your favorite food? What’s your favorite...

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Dana Brewer, CFP®
Nov 30, 2018 2:22:01 PM

There are a number of reasons why someone begins searching for a Financial Advisor. Maybe they want to start planning their path to retirement, they...

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Steve Dixon, CFA® CSRIC®
Nov 15, 2018 8:44:59 AM

Market Insight - November 2018 As we approach the end of the year, our sights turn to 2019 and beyond and how the future may unfold given what we...

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