Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson
Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.
Chart of the Month – July
All-time high. Bad time to invest? Not necessarily. In his latest blog, Michael Westphal, CFA, looks at the historical data and explores what past market performance can tell us about investing during periods of all-time highs.
Spurs in 5
In his latest blog, Ryne explores why markets at all-time highs aren't always a reason to stay on the sidelines.
Chief Master Sergeant to CFP: Military Benefits and the New Trump Account | Financial Perspectives
Category: Financial Planning
In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and advisory team manager at Foster Group, joins Director of Communications, Gretchen Muller, to discuss two timely topics: navigating military financial benefits and the new 530A (Trump) Accounts launching July 4th, 2026.
Building Your Caregiving Team Before You Need One
Category: Financial Planning » Caregiving Planning
What if planning for the future meant more than just finances? Join Sherrie Nelson, Simply Golden Solutions, as she shares why "building that team before you need it could be one of the smartest moves you can make."
Care Planning in 5 Crucial Steps
Category: Financial Planning » Caregiving Planning
Care planning is never finished – it’s updated as new information arrives. Ashlee Vieregger shares five considerations for families preparing for changing care needs.
Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care
Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications, Gretchen Muller, and Senior Lead Advisor, Matt Stagner, unpack what care planning really means across disability, special needs, and elder care. They talk through the financial realities families face and the practical solutions that could help, from building the right care team to ABLE accounts and special needs trusts.
What Is Care Planning? And Why It Matters for Everyone
In his latest blog, Matt Stagner, explains why care planning could be a critical (and often overlooked) part of a financial plan.
Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson
Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.
Chart of the Month – July
All-time high. Bad time to invest? Not necessarily. In his latest blog, Michael Westphal, CFA, looks at the historical data and explores what past market performance can tell us about investing during periods of all-time highs.
Spurs in 5
In his latest blog, Ryne explores why markets at all-time highs aren't always a reason to stay on the sidelines.
Chief Master Sergeant to CFP: Military Benefits and the New Trump Account | Financial Perspectives
Category: Financial Planning
In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and advisory team manager at Foster Group, joins Director of Communications, Gretchen Muller, to discuss two timely topics: navigating military financial benefits and the new 530A (Trump) Accounts launching July 4th, 2026.
Building Your Caregiving Team Before You Need One
Category: Financial Planning » Caregiving Planning
What if planning for the future meant more than just finances? Join Sherrie Nelson, Simply Golden Solutions, as she shares why "building that team before you need it could be one of the smartest moves you can make."
Care Planning in 5 Crucial Steps
Category: Financial Planning » Caregiving Planning
Care planning is never finished – it’s updated as new information arrives. Ashlee Vieregger shares five considerations for families preparing for changing care needs.
Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care
Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications, Gretchen Muller, and Senior Lead Advisor, Matt Stagner, unpack what care planning really means across disability, special needs, and elder care. They talk through the financial realities families face and the practical solutions that could help, from building the right care team to ABLE accounts and special needs trusts.
What Is Care Planning? And Why It Matters for Everyone
In his latest blog, Matt Stagner, explains why care planning could be a critical (and often overlooked) part of a financial plan.
Don’t Skip Lunch – Why What Happens After a Family Meeting Matters
Category: Financial Planning » Estate & Transfer Planning
Family meetings matter. But what happens after can make a meaningful difference. Ashlee Vieregger shares why you may want to keep the conversation going over lunch.
Webinar: Pass Wealth and Wisdom to Your Family
This webinar explores how to successfully transfer wealth -- and the wisdom that comes with it -- from one generation to the next.
What Are Trump Accounts? Benefits, Features, and Tax Considerations
Confused about Trump Accounts? Here’s a clear breakdown of what they are, how they work, and what to watch.