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...
