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• Financial Advisors Have Feelings Too

  In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

• Fee structure: Going beyond the regulations in retirement plan strategy

  Your fee structure reflects your dedication to creating a retirement plan that serves employees and supports business objectives, while building trust through transparency and equitable practices. Learn more about why fees can impact your plan. 

• Why is no one talking about financial courage?

  Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning. 

• The Signal and The Noise

  CIO Dominic Ceci, CFA shares why despite alarming headlines, now is not the time to panic. The long-term growth of the economy, the earnings power of the companies you own, and compound returns working quietly on your behalf are, instead, the signals that investors should be watching

• Retirement Budgeting: How to Build a Plan That Lasts

  Discover how to create a sustainable retirement budget that covers essential expenses and maintains financial security.

• Unwrapping What Matters: Aligning Holiday Spending with Your Values

  Holiday spending is top of mind for most this December, but CIO Dominic Ceci shares that before you click the “Buy Now” button, you might want to think about how you spend money to create meaning, memories, and a legacy that lasts. Read more in this week’s Wealth Insights.

• What Is a Financial Plan?

  Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.

• How Our Brains Sabotage Our Financial Planning – And What to Do about It

  This is part of an ongoing series of articles about estate planning and succession planning authored by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy.

• The Art of Retirement Income: Making the Most of Your Savings

  When I work with pilots to create a retirement income stream, I liken it to mountain climbing. If you ask most people what the goal of mountain climbing is, they often say “to get to the top.” The real goal is to not only make the climb up, but to get back down the mountain safely.

• 9 Ways to Make Meaningful “Money Memories” With Your Kids

  Learn how to create meaningful money memories with your kids to teach them valuable financial lessons.