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Our 2021 Midyear Market Update

June 15, 2021/Nathan Shelton

2020 was a major reality check. We cannot predict the future and we have little control over anything. Even things we have always taken for granted were called into question, such as school for our children and time with loved ones.

Which Retirement Plan Is Right for You?

June 2, 2021/Matt Fry

Have you been daydreaming about your retirement lately? After the past year we’ve just had, who isn’t? I’m sure a relaxing and fulfilling retirement has never sounded sweeter, but not so fast!

A Retirement Catch-Up Guide for Business Owners

April 15, 2021/Al Lindsten

Owning your own business can give you great freedom and power in life, but it also comes with great responsibility. One of the responsibilities business owners struggle with is creating a plan to convert their successful business into long-lasting personal wealth, namely retirement.

Now That You’ve Inherited Money, What Should You Do?

March 11, 2021/Nathan Shelton

You might be feeling conflicting emotions regarding your newly acquired inheritance. Losing a loved one is hard, but inheriting money can be a blessing. An inheritance can improve your financial situation and bring peace of mind—it can also remind you of your loved one’s legacy and how much they cared for you.

Want to Buy Gold? Would You Rather Earn 6.5% or 1.1%?

February 17, 2021/Piercen Harnish

Gold is not just for your eccentric uncle with the vault in his basement and a stockpile of canned food in preparation for the apocalypse. Gold can be a useful tool for diversification, but do the positives outweigh the negatives?