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  • Home
  • About Us
    • Your Team
    • Company News
    • Company Values
  • Retirement Plan Services
  • NextGen
  • Blog
  • Resources
    • What’s my risk tolerance?
  • Contact Us
  • Access my Account
    • WealthVision Video
    • Access my Account
    • Learn More PDF
  • Ask an Advisor a Question
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Blog

What to do with my old 401(k): A rollover checklist

By Ella Stettner|2023-03-13T16:26:54-04:00March 13th, 2023|Retirement Plans|

Good news!  The year is still young.  Maybe your goals and well-intentioned resolutions [...]

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Willful Mistakes

By Graig Stettner|2023-03-01T13:21:34-05:00March 1st, 2023|Advice|

Hopefully, our blog post, You have a will, right? inspired you--or freaked you [...]

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Seth Gerber earns Certified Plan Fiduciary Advisor (CPFA®) Professional Designation

By Graig Stettner|2023-01-13T11:17:10-05:00January 13th, 2023|Our people|

Congratulations to our own Seth Gerber on earning the Certified Plan Fiduciary Advisor [...]

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Enough Already!

By Graig Stettner|2022-12-27T11:04:13-05:00December 28th, 2022|Advice, Behavioral Flaws, Investment management|

When the market just continues to go nowhere or--worse--down, I think of a [...]

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It Doesn’t Matter Until it Does

By Graig Stettner|2022-11-29T14:22:54-05:00November 29th, 2022|Advice|

Insurance may not be the first thing that comes to mind when you [...]

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An Opportunity in the Making

By Jordan Arnold|2022-05-04T14:31:55-04:00May 5th, 2022|Advice, Stocks|

The start of 2022 has been rocky, to say the least. Recently, the [...]

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Really, You Don’t Need to Look

By Graig Stettner|2022-04-06T12:23:55-04:00April 6th, 2022|Advice, Market Update, Markets|

Have you been losing sleep over the stock market? If there’s any way [...]

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Why are my Property Taxes Going Up?

By Jordan Arnold|2022-03-25T14:48:09-04:00March 8th, 2022|Housing, Market Update|

Every spring and fall we are reminded of the fact that we are [...]

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Maximizing Your Giving Strategy

By Jordan Arnold|2022-03-29T12:21:09-04:00February 21st, 2022|Advice, Investment management|

The Tax Cuts and Jobs Act (TCJA) that was passed in 2017 changed [...]

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A Market Correction is Coming

By Graig Stettner|2022-02-01T10:50:42-05:00February 1st, 2022|Uncategorized|

A market correction is coming, we just don’t know when. Good economists know [...]

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