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Inflation? We’ve planned for this.

Category: Investing » Asset Allocation
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

Bear Markets and Life Jackets

Category: Investing » Asset Allocation
By Andy Rushenberg
07/21/2022

For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.

Spring Clean Your Financial Plan

Category: Investing » Asset Allocation
By Andy Rushenberg
03/21/2022

You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.

Do Simple Better

Category: Investing » Asset Allocation
By Brad Rempe
03/27/2020
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Inflation? We’ve planned for this.

Category: Investing » Asset Allocation
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

Bear Markets and Life Jackets

Category: Investing » Asset Allocation
By Andy Rushenberg
07/21/2022

For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.

Spring Clean Your Financial Plan

Category: Investing » Asset Allocation
By Andy Rushenberg
03/21/2022

You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.

Do Simple Better

Category: Investing » Asset Allocation
By Brad Rempe
03/27/2020
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Investing Wisely for the Marathon

Category: Investing » Asset Allocation
By Ross Polking
03/18/2025

Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?