Chart of the Month – April
Category: Investing
Investing through Uncertainty: A Perspective on the Iran Conflict & Markets | Financial Perspectives
Category: Investing
Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan | Financial Perspectives
Category: Investing
In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separate market noise vs fundamentals and share a planning-first approach to staying disciplined through volatility.
Chart of the Month – February
Category: Investing
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT | Financial Perspectives
Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.
Chart of the Month – January 2026
Category: Investing
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
Why Market Highs Aren’t a Reason for Worry
Category: Investing
Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Thanking Giving Healing
Category: Investing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Chart of the Month – April
Category: Investing
Investing through Uncertainty: A Perspective on the Iran Conflict & Markets | Financial Perspectives
Category: Investing
Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan | Financial Perspectives
Category: Investing
In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separate market noise vs fundamentals and share a planning-first approach to staying disciplined through volatility.
Chart of the Month – February
Category: Investing
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT | Financial Perspectives
Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.
Chart of the Month – January 2026
Category: Investing
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
Why Market Highs Aren’t a Reason for Worry
Category: Investing
Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Thanking Giving Healing
Category: Investing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
Category: Investing
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Chart of the Month – November 2025
Category: Investing
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
Chart of the Month – October 2025
Category: Investing
Where should you really be putting your bond investments? It’s not just about the rates, you know. It’s also about the tax implications. Read to see why.