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What’s Your Best Buy: Firm Foundation or Castle In the Air?

Category: Investing
By Kent Kramer
08/13/2021

If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!

When Was the Last Time You Reviewed Your 401(k) Plan?

Category: Investing » Costs
By Geoff Christy
10/07/2022

Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?

While You Were Sleeping

Category: Investing
By Ryne Oller
01/26/2021

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

Why Index Funds Don’t Work for Some People

Category: Investing
By Marcus Iwig
03/24/2022

Index funds are popular investment tools for good reason. They are low cost, effective ways to capture market return. Choosing to use index funds is only half the battle though; you must use them correctly to truly benefit.