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Financial Mechanic’s Toolbox: DIY or Expert Help?

Category: Financial Planning » Cashflow
By Ben Berger
08/30/2023

I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it.  But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.

What do you need to know about Property & Casualty Insurance?

Category: Financial Planning
By Zach Dalluge
08/28/2023

Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.

What is your Legacy?

Category: Financial Planning » Behavioral Finance
By Joe Bantz
08/24/2023

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.

The Gift of Financial Success

Category: Financial Planning » Charitable Giving
By Daniel Hawthorne
08/14/2023

Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves. 

Chart of the Month – Aug 2023

Category: Investing » Fixed Income / Bonds » Inflation Protected
By Ryan Lamoureux
08/11/2023

Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.

Fitch Downgrade – A Closer Look

Category: Investing » Diversification
By Michael Westphal
08/02/2023

Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free. 

What Does the World Require of You?

Category: Foster Group
By Jason Brown
03/08/2023

When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”

Secure Act 2.0 Offers a New Retirement “Lost & Found”

Category: Financial Planning
By Geoff Christy
02/16/2023

A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.