Webinars

Market Commentary: Stocks Rise Ahead of Big Fed Decision

Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …

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I Finally Found the ‘Why’ in My Career. You Can, Too.

Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …

3 Steps to Financial Independence: Ready Yourself for Retirement

The most basic goal should be to arrive at “your figure” for financial independence – or as I like to say, that time when I can work because I feel like it and not because I must. The problem is, many people aren’t hitting that goal – or even know how to set that goal.

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being.

If It Doesn’t Challenge You, It Won’t Change You . . .

Published by Teresa Milner Have you ever participated in a fitness challenge? The purpose of the challenge is to help you accomplish your fitness goals; i.e., losing weight, increasing muscle mass, etc. The same concept can be applied to money challenges. Money challenges can be used to acc …

Football and Finance: The Secret Sauce to Success

Welcome to fall, almost everyone’s favorite time of the year. School starts up, the colors change, and football at all levels kicks into high gear. Growing up in the Midwest, and having been both a high school and college football coach in the past, I see a very distinct similarity between …

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