by Travis Reader, CFP®, MSFS | Apr 2, 2026 | Investing, Strategy
For decades, retirement planning followed a simple formula, work for one employer, retire with a pension, and receive a predictable paycheck for life. That’s exactly what my own father did working for GE. Today, most retirees face a very different reality. Instead of...
by Travis Reader, CFP®, MSFS | Feb 20, 2026 | Investing, Strategy
That is the Question! Roth conversions are often discussed and, like most things nowadays, every expert seems to have a strong “opinion” and most will argue their opinion is the right one. Which leaves a very confused and bewildered public. We’re here to help...
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...
