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• Foundations of a Financial Plan

  Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

• Lifetime Gifting Strategy Part II: The Heart of Gifting

  In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

• Equity Update: Policy Uncertainty and a Chance to Play Offense

  Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.

• Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

  This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

• 2025 Investment Outlook – Dare to Be Diversified

  Complementing our overall quarterly outlook, Director of Equity Strategy Jason Herried digs deeper into our expectations for the Stock Market in 2024—in a period of strong investor sentiment but still above-average recession risk.

• 4 Essential Business Loan Options Every Business Owner Should Know

  When a business owner is seeking financing, there are four key financing options to consider. From lines of credit to term loans, here’s an overview of each business loan, highlighting their benefits and considerations to help you make informed decisions about your financing needs.

• The Great Wealth Transfer Is Coming: Are You Ready?

  Learn how to prepare for The Great Wealth Transfer, estimated to be as high as $80 trillion, on this episode of the Your Money. Your Mission. podcast.

• Love, Money and Marriage: Pre-Wedding Financial Tips

  Getting married? Discover financial wedding tips so you can build a strong financial foundation on this episode of the Your Money. Your Mission. podcast.

• Women and Money: Wake-Up Calls for Financial Independence

  Explore financial advice for women, from building an emergency fund to understanding credit scores and making confident financial decisions.

• Wealth and Wellness: The Intersection of Finances and Lifestyle

  Discover how financial health can impact your overall wellness with insights from Pam Stubler and Bri Stubler.