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® | Oct 15, 2025 | Investing, Market Updates
TranscriptBen Hockema:Welcome to our Investment Review and Outlook. Today we’re talking about the third-quarter update—how markets have performed so far this year, what headlines are shaping the investment landscape, and reasons to be both cautious and optimistic as...
by Ben Hockema, CFP® | Mar 14, 2025 | Investing, Market Updates
OverviewIn this special mid-quarter update, Ben Hockema explains why 2025’s market volatility isn’t necessarily bad news for investors. He reviews performance so far this year, the decline in the “Magnificent 7,” strength in international stocks and commodities, what...
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...
