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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...
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