October 2020 Newsletter Now Available

Tuesday, October 13th, 2020

What’s Next? Investment results in September were certainly nothing to brag about, but overall the markets have done something interesting: large cap indices are up while small and midcap stocks have posted modest losses. Given the inevitable decline in the U.S. economy and the uncertainties around the resurgent pandemic, the investment situation could have been […] More ›

July 2020 Newsletter Now Available

Monday, July 13th, 2020

Market Math This year, investors have been treated to a rare real-world lesson in the mathematics of investing – namely, the fact that following a market decline, it takes an even greater market recovery to get back to even. To read more, download our July 2020 newsletter by clicking – July 2020 Newsletter More ›

The May Jobs Report – Impressively Incorrect!!!

Monday, June 8th, 2020 By: Jim Callahan, CFA®, CFP®

May Jobs Report As 2020 moves into June, we continue to shatter records and create new superlatives to describe the year to date.  The latest brouhaha: The May jobs report released last Friday. To recap, the coronavirus pandemic and resulting economic shutdown has turned the global economy on its head, including ours.  Through April, the […] More ›

Executive Compensation Strategies

Wednesday, May 20th, 2020 By: Peter Vander Ploeg, CFP®

Strategies to optimize your compensation package One thing that COVID-19 has taught us is that nothing is certain. Things change. Our plans change. Sometimes not by choice. In just two months, many American’s now find themselves on a different course than they planned.  If you have the cash flow during this pandemic, you can supercharge your […] More ›

Taking Control of What Lies Ahead

Friday, May 8th, 2020 By: Jim Callahan, CFA®, CFP®

After the onslaught of this pandemic and ensuing shutdown, we knew the economic data would get ugly.  But the last month has been worse than expected.  Stocks have soared off their lows, but does that mean we’re all clear?  What lies ahead? But you’re not as powerless as this roller coaster appears, and there are […] More ›

Elisabeth Jacobson on Volatile Times

Wednesday, April 15th, 2020

Principal and Senior Wealth Advisor, Elisabeth Jacobson, was featured in a recent article about volatile times for retirees.  “We want to assure our clients that we’ve got our hands on the wheel, that we’re watching their portfolios, and that we have their best interests in mind,” Jacobson explains. “We also want to make sure they […] More ›

April 2020 Newsletter Now Available

Tuesday, April 14th, 2020

And just like that, you have managed to live through the worst first quarter on record in the U.S. investment markets. You also endured the onset of your first global Pandemic.  Social distancing and business closures have raised uncertainty about the extent of business disruption in world economies. With so much commerce turned off until […] More ›

529 Savings Plans

Thursday, January 23rd, 2020 By: Peter Vander Ploeg, CFP®

Distributions from 529 savings plans Before the signing of the Tax Cuts and Jobs Act of 2017, distributions from 529 savings plans were only considered “qualified” if the distribution was used for higher education expenses (i.e., college expenses). The TCJA expanded the definition of a “qualified” distribution to include elementary and secondary school (K-12) expenses, […] More ›

January 2020 Newsletter Now Available

Monday, January 13th, 2020

We have just completed the final quarter, not only of the year, but also the decade, so it’s a good time to reflect on the market behavior for the past year, and also for the past 10 years.  The short version is that we have experienced a bull market for the entire ten-year period, although […] More ›

The Many Market Narratives

Monday, November 25th, 2019 By: Jim Callahan, CFA

Nobel laureate Robert Shiller recently stated, “No one can speak authoritatively about the future.  That’s where narratives come into play.” As we enter the final month of the decade (!), we find the stock market bumping up against all-time highs despite the trade war, violence in Hong Kong, and a presidential impeachment trial.  It seems […] More ›