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  • Planning Your Invincible Summer

    Financial planning isn’t about restricting yourself—sometimes it’s about giving yourself permission to spend, shares Brian Schaefer in this week’s Wealth Insights article—which is why this winter, Brian gave himself permission to buy a boat. It’s our job as financial advisors to help our clients navigate these big decisions and keep their future happiness and financial well-being in mind.

  • Spending with Purpose

    “Before your next purchase, pause and ask: what’s the most meaningful thing you’ve ever spent money on? Chances are, it wasn’t the most expensive item. It was the one that touched the heart the most,” writes CIO Dominic Ceci, CFA in this week’s Wealth Insights article.

  • Q2 Equity Outlook: Equities Continue on Recovery Rally

    Let’s pause a moment to reflect on how far we’ve come over the last year in financial markets. A year ago, the COVID-19 virus was spreading across the globe, significant portions of the economy were shutting down and financial markets reacted with a precipitous decline to reflect the associated risks. Today we are solidly on the road to recovery.

  • Achieve Your Home Remodeling Dreams: The 6 Best Ways to Finance Renovations

    Low home inventory and the competitive housing market have prompted some homeowners to stay put and get creative with the spaces they already own. With bidding wars and well-priced homes often selling in hours or days, homeowners may consider home remodeling projects as an alternative to buying a new home.

  • Financial Advisors Have Feelings Too

    In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

  • Fee structure: Going beyond the regulations in retirement plan strategy

    Your fee structure reflects your dedication to creating a retirement plan that serves employees and supports business objectives, while building trust through transparency and equitable practices. Learn more about why fees can impact your plan. 

  • Why is no one talking about financial courage?

    Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning. 

  • Fed’s Warsh Era Begins with Hawkish Tone

    A hawkish start from Fed Chair Kevin Warsh signals a focus on inflation and independence. We’re watching closely and staying ready for what comes next. Read Portfolio Manager Brian Schaefer’s latest insights in this week’s article.

  • The Signal and The Noise

    CIO Dominic Ceci, CFA shares why despite alarming headlines, now is not the time to panic. The long-term growth of the economy, the earnings power of the companies you own, and compound returns working quietly on your behalf are, instead, the signals that investors should be watching

  • Retirement Budgeting: How to Build a Plan That Lasts

    Discover how to create a sustainable retirement budget that covers essential expenses and maintains financial security.

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