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See the Big Picture: How a Comprehensive Plan Gives You Insight

By Jeff Pesta

I can’t tell you how many times this has happened to me. A couple comes in, sits down heavily in a chair, and says something like, “We’ve worked for 25 years. We got married, purchased a home, and put our kids through college. Now we’re in our fifties and we know very little about how money works. We have some savings, but 65 is coming so fast – we’re overwhelmed!” Read more

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Personal Financial Planning Seems So Complicated – Where Do I Start?

By Jeff Pesta

My first lesson in budgeting came with a paper route when I was twelve. I knew my upfront costs of paper and other supplies, as well as taxes, so I subtracted that. Then I worked out a regular contribution to my car fund for the moment I turned sixteen. Read more

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Abundance Mentality: How Giving Gives Back to You

By Jeff Pesta

People ask me sometimes: has giving to charity made you wealthy? The answer isn’t as straightforward as you’d think. I’ve definitely experienced spiritual wealth – the peace and joy of giving. But I’d also argue that physical wealth has come my way as well, in sometimes surprising and unexpected forms. Let me explain what I mean. Read more

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Tricks of the Trade: How to Keep Your New Year’s Commitments

by Jeff Pesta

New Year’s again. How can I stay committed to this year’s exercise adventure?

Being committed means you stay dedicated to a cause. Seems to me it’s probably easier to stay committed to exercise as a cause or idea rather than do the work itself! But the new year is the time for many of us to take these things out of the abstract and get cracking on some real commitments. Read more

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Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

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Your Life Changes, When Your Habits Change

Published by Derek Pesta, CFP ®, M.B.A.

After hearing about the motivational speaker and business consultant, Matthew Kelly, I was intrigued by his background as a business consultant to more than 35 fortune 500 companies.  Mr. Kelly ended up devoting his life to helping people become the best versions of themselves through the Catholic faith. Read more

year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

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4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more