Insights

Financial Planning Insights

July 09, 2025

Lifetime Gifting Strategy Part II: The Heart of Gifting

by Joe Maier

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

Buying or Building a Home

7 Questions to Ask Mortgage Lenders for a Smooth Pre-Approval Process

by Sara Whitley

Wealth Insights

June 12, 2025

No, The End Is Not Near for Bonds

by Brian Schaefer

Financial Planning Insights

June 07, 2025

Lifetime Gifting Strategy Part I: The Math of Lifetime Giving

by Joe Maier

Fraud Prevention

Cybersecurity Threat Landscape

Your Financial Life

The Best Ways to Save for College: A Parent’s Guide

Wealth Insights

May 22, 2025

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

by Jason Herried, Drake Dorfner

Financial Planning Insights

7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

by Michael Miller