Blog

07.29.21
Austin Angel, CFP®

The “Great Resignation” refers to the large spike we are seeing in 2021 of people either leaving their jobs or consid...

06.24.21
Katie Fischer, CFP®

Planning for Your Philanthropic Desires

You may have seen the recent news about philanthropist MacKenzie Scott’s mos...

05.28.21
Drew Feutz, CFP®

Life is busy. Really busy, at times. It’s easy to get caught up in the day-to-day and not think about what you really...

05.06.21
Jared Defore, CFP®, CPA/PFS

There are a few kinds of decision makers when it comes to hiring a service:

Researcher Ask a friend Combo of...
04.23.21
Kyle Thompson, CFP®, CPA

“Bull markets are born in pessimism, grown on skepticism, mature on optimism, and die on euphoria.” - John Templeton Wh...

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