Confessions of a Retirement Plan Consultant

May 17th, 2019 | Matt Gulseth

I have been serving retirement plan sponsors since 1998 and I am fortunate to have a partner and associates that have been in the industry since the...

Read More

Marketing Your Firm: It's Not About You

May 9th, 2019 | Kaleena Fong

In a world that is increasingly digital, it is important that independent financial advisors pay attention to their digital presence and invest in...

Read More

Compliance: Too Many Hats

May 2nd, 2019 | Phil Troyer

It should not come as a surprise that independent financial advisers value their independence.  As a result, they tend to wear many hats – Head of...

Read More

8 Reasons to Affiliate

April 25th, 2019 | Carrie Ohm


Affiliation gives you, the financial advisor, more control in the way you do business and the freedom to choose how and where you allocate your...

Read More

The Bull Market Marches On

April 22nd, 2019 | James Battmer

This is without question the most despised bull-market in our nation’s history.  We chalk this animosity up to the fact that it came on the heels of...

Read More

Quarterly Market Commentary

April 12th, 2019 | James Battmer

Spring has finally sprung and so have the markets as the first quarter of 2019 witnessed the strongest three-month start to the new investing year...

Read More

How Can Independence Transform Your Business?

April 5th, 2019 | Carrie Ohm

All RIAs are not created equal. Independent financial advisors seek efficiency and innovation to best serve their clients. Independent advisors often...

Read More

6 Things To Ask an Advisor

March 28th, 2019 | Brandon Cutler

Let's be honest, talking about yourself or your finances isn't always fun and visiting a financial advisor can be intimidating. But starting early and...

Read More

All-Weather Investing

March 21st, 2019 | James Battmer

The last three months exemplify our long-term mandate to build portfolios that are "All-Weather" in nature, designed specifically to avoid emotional...

Read More

Tax Filing - Investment Considerations

March 11th, 2019 | James Battmer
The tax man has nearly cometh, however, there is still time to make prudent investment decisions before April 15th. One of the major duties within...
Read More