Insights

Wealth Insights

August 28, 2025

College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt and Financial Wisdom

by Eric Bernal

Wealth Insights

August 22, 2025

From Quarters to Crypto: Why Value Matters

by Jon Henshue

Wealth Insights

July 25, 2025

Private Market Valuations Under Fire—But Are They Really Inflated?

by Jon Henshue

Buying or Building a Home

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

by Josh Kotter

Wealth Insights

July 03, 2025

Optimists Win Again

by Brian Schaefer

Wealth Insights

June 23, 2025

The US Dollar and Why International Stocks are Outperforming YTD

by Drake Dorfner

Wealth Insights

June 12, 2025

No, The End Is Not Near for Bonds

by Brian Schaefer

Wealth Insights

May 22, 2025

Stocks Back to Breakeven and Why We Don’t Day (or Night) Trade

by Jason Herried, Drake Dorfner

Wealth Insights

March 14, 2025

Equity Update: Policy Uncertainty and a Chance to Play Offense

by Jason Herried

Markets and Economy

February 05, 2025

Investment Outlook 2025: Navigating Uncertainty with Alternatives

by Jon Henshue