Insights
Q3 2026 Market Commentary
Navigating the Noise of Current Events Between IPOs, a new Fed Chair and operating regime, geopolitics, the chip rally, and a surprisingly strong jobs report in the face of an…
Employee Spotlight: Getting to Know Koren
“A Legacy of Purpose and Precision” A 20-Year Journey of Growth and Impact Koren’s path with the firm is nothing short of remarkable. Over the past 20 years, she has…
What do I do with my semiconductor stocks?
Chips and semiconductors have seen significant growth, but there continues to be a supply and demand imbalance in the industry. When considering exposure to these stocks, investment time horizon and…
Should I be buying my employer’s stock?
Buying stock in the company you work for can be an opportunity to participate in its success, but there are a few things to consider first. The potential discount, your…
Is your advisor’s name Claude?
AI can give clients access to information and help them better understand their options before meeting with an advisor. But while AI can provide the raw information, a financial advisor…
The stock market, or a market of stocks?
Daily market movements and headlines can make investors feel like they need to take action. But short-term market events don’t have much bearing on a long-term financial plan, which is…
Should I sell my business
Business owners may have a specific timeline in mind for selling, but an opportunity could come sooner than expected. Understanding whether the proceeds can support your retirement and lifestyle can…
Am I going to pay the estate tax?
Moving to another state in retirement may offer the potential for tax savings, but taxes aren’t the only factor to consider. From family and activities to residency rules and your…
Team Spotlight: Getting to Know Corey Kiewiet
At our firm, we believe that the true value we provide doesn’t just come from tickers, spreadsheets and plans—it comes from the people who work tirelessly behind them. This month,…
What are the biggest risks to my retirement?
Even when you’ve saved enough for retirement, making the transition can still bring some uncertainty. Planning for longevity, inflation, health care costs, and spending can help provide peace of mind…