Year-End Financial Planning: Smart Moves Before Next Year
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
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.
Hidden Tax-Saving Opportunities Most People Miss
Category: Financial Planning
Grant Booth, CPA at Jacobsen & Company, LLP, breaks down commonly missed tax-saving strategies to consider before year-end.
Keep More of What You Earned: Tax-Smart Retirement Withdrawals
Category: Foster Group
Want to keep more of your retirement savings working for you? Dan Hawthorne, CFP®, RICP®, MS, explains how a tax-smart withdrawal plan could help you keep more — and stress less.
Chart of the Month – November 2025
Category: Investing » Active Management
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Category: Financial Planning » Charitable Giving
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Chart of the Month – October 2025
Category: Investing » Fixed Income / Bonds
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.
What I’ve Learned About the Value of my Experience Portfolio
Category: Foster Group
The true value of our experiences lies in how we put them to work—for ourselves or for others. In this article, Jerry shares a few thoughts that have been helpful to him along the way.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
Estate Planning: A Gift to Your Loved Ones
Category: Financial Planning » Estate & Transfer Planning
An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Charitable Giving
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
Confidence Through Conversation: Three Key Questions for Nonprofits, Families, and Women
Category: Financial Planning
There is a common thread running through the key decisions that we make - everyone wants confidence that they're making the right financial decisions with their resources. In this blog, Ashlee shares three key questions she uses to help bridge that confidence gap and spark open, meaningful conversations.
Why the Market’s Volatility Is Different This Time…and The Same. What You Should Expect.
Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
5 Market Downturns and the Surprising Lessons We Learned | Financial Perspectives
This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
All-Weather Investing: Preparing Your Portfolio for Any Market
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
Chart of the Month – June 2025
Asset Class Returns – Can We Just Pick the Winners?
The Gift of Fandom—and Financial Wisdom
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?