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The Ruling on the Field is Under (Fiduciary) Review

Category: Financial Planning » Behavioral Finance
By Ross Polking
11/19/2024

Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.

Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
11/25/2024

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

More Than Just the Turkey

Category: Investing » Diversification
By Jon Evans
11/26/2024

In both meals and investments, balance is key. A diversified portfolio can weather market fluctuations just as a well planned Thanksgiving dinner can satisfy almost everyone’s appetite.

Tax Loss Harvesting: Losing to Win?

Category: Investing
By Garrett Jackson
12/03/2024

In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy.  Let's take a look!

The Intersection of Finance & Life Well-Being with Professor Meir Statman | Financial Perspectives

Category: Investing » Financial Science (Academia)
By Kent Kramer
12/09/2024

This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.

Are You Hungry?

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
12/17/2024

Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?” 

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