Insights
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…
What are my kids going to do with my money?
Many families are choosing to gift assets to their children during their lifetime so they can see the impact firsthand. Before moving forward, it’s important to understand what you’re giving…
Q2 2026 Market Commentary
Since our last quarterly installment, significant and unresolved world events have, at least temporarlily, stolen the wind from the market’s sails by introducing new variables, not the least of which…
Do You Have an Estate Plan? Do Your Loved Ones Know Where It Is?
We often spend decades meticulously building a legacy, focused on the growth and preservation of our assets. However, a recent emergency within my own extended family, reminded me that even…