by Ben Hockema, CFP® | May 3, 2024 | ETF, Investing
For many investors, once they have made a decision to purchase an ETF or mutual fund, they tend to breathe a sigh of relief and move on. Although there needs to be significant upfront due diligence in selecting investments, we do not recommend blindly trusting that...
by Ben Hockema, CFP® | Mar 13, 2024 | Investing
This post is the second of our series looking behind the scenes of how we manage portfolios for our ongoing clients. Behind the Scenes of Your Portfolio: RebalancingOften overlooked when thinking about your portfolio are the different ways that taxes are generated,...
by Ben Hockema, CFP® | Jan 31, 2024 | Investing
We are starting a new series of blog posts looking behind the scenes of how we manage portfolios for our ongoing clients. Many of these things have been discussed in various levels of detail in the past, but we wanted to give you a full picture of what happens on an...
by Ben Hockema, CFP® | Aug 2, 2023 | Investing
There are many different opinions on the best way to build out an investment portfolio. As you may be aware, we have partnered with Fiducient Advisors to deepen our investment research capabilities since early 2022. We work directly with our team of over 40...
by Ben Hockema, CFP® | Aug 24, 2022 | Insurance
Earlier this month, I saw a great tweet from Financial Planner Carl Richards, author of the Behavior Gap: In Fee-Only Financial Planning circles, it is a continual struggle to avoid blasting the insurance industry for their elaborate marketing of life insurance as...
