Team Feed
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MoneyGeek recently featured Advisor Kyle Luetters in an article where he provides tips on getting life insurance at 60. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.*…
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By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or lose.” Lyndon B. Johnson In this election year we probably also have politics, and stump…
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By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels, a new war in Europe, and tightening monetary conditions. Flash forward to 2024…
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Wesley Sebacher, CFP®, CAIA® Student loan forgiveness for physicians is a critical topic, especially with the high levels of student debt that medical school graduates often carry. Fortunately, there are various forgiveness and repayment program…
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“The best-laid schemes of mice and men gang aft agley.” -Robert Burns What should you do if a plan you made isn’t working? Let’s look at how exit planning can position business owners to successfully…
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Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued to point to strength in the underlying growth trajectory. That said, markets expectations for rate…
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By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week saw a little bit of buyers’ remorse – albeit selective. Earnings are on a positive…
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By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. It’s no exaggeration to say this is…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels,…
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By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is coming to you a little later than usual. As we turn the corner into February,…
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By Michael Torney, CFP, J.D., LL.M. Executives who have worked for one company during much of their career can accumulate a significant amount of company stock in their 401(k)-retirement plan. Executives in this situation who are…
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Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each business owner. Factors such as business structure, family dynamics, anticipated sale timeline, and desired retirement…
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Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we’ll present a process that can help you organize your thoughts and…
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By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the word “transitory” into its assessment of inflation from 2022 onwards they sent a clear signal.…
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By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024 we see the realization that a another thing has gone the way of the landline…
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Wesley Sebacher, CFP®, CAIA® Planning for retirement is a crucial financial endeavor, and one of the key factors to consider is the interest rate environment. Interest rates have a significant impact on various aspects of…
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By Michael Torney, CFP, J.D., LL.M. Most entrepreneurs have a single focus – working to make their business successful until it is generating steady profits. To achieve that goal, they often invest 100 percent of their…
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By Wesley Sebacher, CFP® Equity compensation comes in many forms, whether it is restricted stock grants, incentive stock options, stock appreciation rights, etc. Incorporated in the compensation are specific terms as to how each form of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in the fourth quarter, it seemed to defy gravity itself. All year, the rumblings of a…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF MONTHLY OBSERVATIONS Strange, Long Year Ends on High Note The doldrums of August-October were a…
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As a business owner, is it a good idea to hire a “professional president” to keep various managers focused? Today, we’ll present some potential benefits of a professional company president. Shepherding Success Successful business owners…
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Jan. 2024 Welcome to this month’s Ask the CFP® segment. Today, we’ll talk about making the shift from saving to spending when you retire. Can you remember your first paid job? Maybe it was…
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“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
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“How hard can planning my exit really be? I already made it valuable, so all I need to do is find someone to buy it for what I want, right?” If you’ve ever watched a…