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Wealth Strategies

Are you thinking about filing for social security? Five factors to consider

Ryan Christine Coulson
November 19, 2020

Are you thinking about filing for social security? As you begin your analysis, there are five factors to take into consideration to help you make this important decision.

Wealth Strategies

Three types of equity incentive compensation to understand

Ryan Christine Coulson
November 17, 2020

There are three main types of equity compensation—each with its own pros and cons as they relate to risk and return, taxes, vesting requirements and impact on your investment portfolio.

Wealth Strategies

Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA

Ryan Christine Coulson
November 12, 2020

If you have a traditional IRA and are thinking about converting it to a Roth IRA, there are three factors to consider that may help determine if conversion is the best option for you.

Wealth Strategies

Starting to plan for retirement? Four questions to ask—at any age

Ryan Christine Coulson
November 10, 2020

Whether you are in your 20s, your 70s, or somewhere in between, answering four questions may help to narrow the scope and start on your path to retirement planning.

Investments

November Investment Bulletin

Bill Norris
November 05, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Wealth Strategies

Planning for your modern family? Three special planning considerations for today’s families

Amanda Regnier
October 27, 2020

For families that differ from “traditional” families of the past, there are certain wealth planning categories to consider carefully.

Wealth Strategies

Financial Planning for Young Adults: Prenuptial Agreements—What You Should Know Before You Get Married

Halsey Schreier
October 22, 2020

Are you engaged to be married and wondering if you need a prenup? Or do you have a child who is getting ready to walk down the aisle and say “I do,” but have family assets that you want to protect?

Investments

Election Implications: Impact on Financials & Energy Sectors

Patricia Bannan, CFA
October 21, 2020

How might individual sectors be impacted based on different election outcomes? Through a series of podcast interviews, our experts address top-of-mind questions as it relates to the financials and energy sectors to uncover what’s happening behind the latest headlines.

Wealth Strategies

Four Stages of Estate Administration to Know as You Begin the Process

Lindsay Jacobsen
October 20, 2020

Are you being asked to administer a loved one’s estate?

Investments

October Investment Bulletin

Bill Norris
October 05, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Wealth Strategies

Personal Finance for Young Adults: Alternative Assets—Everything but the Kitchen Sink

Halsey Schreier
October 02, 2020

Do you already understand the basics of stocks and bonds, mutual funds, and asset allocation? And are you ready to dive deeper and learn about alternative assets—what they are, how they might fit into your portfolio, and why they may or may not be appropriate for you?

Investments

Election implications for the healthcare and tech sectors

Patricia Bannan, CFA
September 29, 2020

How might individual sectors be impacted based on different election outcomes? Through a series of podcast interviews, our experts address top-of-mind questions as it relates to the technology and healthcare sectors to uncover what’s happening behind the latest headlines.

Investments

FOMC Update

Gary Pzegeo, CFA
September 21, 2020

A summary of the first Federal Reserve's scheduled meeting since the adoption of a new policy framework

Wealth Strategies

Personal Finance for Young Adults: Stocks vs. Bonds

Halsey Schreier
September 16, 2020

Are you ready to learn about the basics and start investing? Do you want to know the difference between a stock and a bond?

Investments

Are you sure that you’re maxing out your 401(k)? Consider a mega-backdoor Roth conversion

Shawn Leist
September 08, 2020

If you’re not familiar with the mega-backdoor options for your Roth IRA or 401(k), you may not be maximizing your contributions.

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