Insights

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What happens to your cell phone if something happens to you?

January 16, 2024

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin. If you are lucky, you have a backup plan that puts you back in operation in a day or two. What if a person dies

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The Difference the Right Financial Advisor Can Make

December 20, 2023

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list. Maybe you don’t fully understand how one can benefit you. You could even think it is not worth the cost. There is evidence a financial advisor will actually save you money in various ways. You can read more about that in this blog. Consider

A man in a suit is giving a presentation in a room with wooden walls and shelves filled with books and decorative items. A text overlay at the bottom of the image reads, "Inflation is already calculated in your plan.

How Does Inflation Impact My Retirement Outcomes?

December 5, 2023

A pair of hands holding a pile of pennies with a small card on top that reads "College Fund." The background is out of focus, emphasizing the hands and the card.

Financial Planning for College

August 10, 2023

Are you planning to help your children with getting a degree someday? Financial planning for college has become a big priority for many American households. However, with education expenses on the rise, the total price tag may be much larger than you think. The average cost of attending a public college is $27,940 for in-state students, $45,240 for out-of-state students, and $57,570 for a private school per year.[1] For students seeking to earn a bachelor’s degree,

A Word on Small-Cap Value Stocks

July 21, 2023

Chief Investment Officer Andy Popenfoose shares thoughts on small-cap value stocks. He reviews the wild ride they have had year-to-date and their role in your portfolio.

Celebrate Your Resolve

July 13, 2023

Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations. Even had quarterly and year-to-date numbers not shown improvement, we would have advised you to remain invested as planned anyway. The same can be said for whatever the rest of the year has in store. We know markets

What happens to your cell phone if something happens to you?

The Difference the Right Financial Advisor Can Make

How Does Inflation Impact My Retirement Outcomes?

Financial Planning for College

A Word on Small-Cap Value Stocks

Celebrate Your Resolve

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