Mutual funds often carry more costs than investors realize. In this video, I take a closer look at the layers of expenses that can impact your investment performance over time. From expense ratios and transaction costs to cash drag and taxes, you’ll learn how these factors work together and what they could mean for your long-term returns.
Discover how strategic income and investment planning before Medicare can help retirees cut health insurance costs by over $20,000 a year.
Discover the biggest tax mistakes retirees make and learn strategies to minimize taxes, boost efficiency, and protect retirement savings in 2025.
September has garnered an unfortunate reputation in the finance industry for being a notoriously difficult month to navigate. The “September Effect” generally focuses on the idea that S&P 500 returns have been weaker on average in September than in any other calendar month. And while this may be true, there’s a lot that can happen during any given September.
What does the recent slowdown in job growth and rising unemployment claims mean for the Federal Reserve’s interest rate decisions and the economy? In this financial market update for September 2025, Chief Investment Officer Steve Latham, CFA, CFP®, breaks down the recent jobs trends and what they suggest about the Federal Reserve’s next moves.
The dog days of summer brought a whirlwind of economic news, market movements, and shifting consumer sentiment in July. The month was defined by a
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you curious how the One Big Beautiful Bill Act could impact your taxes and retirement plans? In this video, I cover the most important tax changes that may affect retirees and high-net-worth families.
One of the largest pieces of legislation was recently passed by Congress and signed into law by President Trump on July 4th. The “One Big Beautiful Bill Act” (OBBBA) encompasses a variety of aspects detailing tax breaks, spending cuts, and changes to the way individuals will plan for retirement. Given how comprehensive the OBBBA is, we’ll keep our focus on the details of the bill that impact retirees the most.
Are you planning to retire before age 65 and concerned about health insurance coverage? Ty Bernicke, CFP®, President and CEO, explains how the One Big Beautiful Bill Act (OBBBA) could significantly affect health insurance costs for retirees who use the Affordable Care Act (ACA) or state-run plans before Medicare begins.
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