Everyone Needs a Money Mentor

June 17th, 2019 | Brandon Cutler

Your net worth doesn't define you, but let's be honest - money dictates a lot about how we feel and the decisions we make every day.  

Read More

Growing to Meet Your Needs

June 7th, 2019 | Vincent Morris

The demands of today's investors are driving independent financial advisor firms to evolve, in order to stay relevant and competitive. As I meet with...

Read More

Retirement Plans: What's your focus?

May 30th, 2019 | Matt Gulseth

In my opinion, the retirement plan industry has done a great job at coaching plan sponsors on all the fiduciary duties they have surrounding their...

Read More

Legislative Update

May 24th, 2019 | James Battmer

Setting Every Community Up for Retirement Enhancement - The House passed a bill on Thursday, May 23rd, 2019 and I think this is the first significant...

Read More

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