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Steve Latham, CFA, CFP® | Chief Investment Officer

November 2022 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, discusses what the GDP rebounds, recent fed hikes and midterm elections mean to the market.

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Mitch A. VanDenMeerendonk, Associate Wealth Manager

What is a Spendthrift Trust?

A common concern for people who expect to outlive their retirement nest egg is how their assets will be handled after they pass. This is

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Dan V. Estenson CFP®, AIF® | Lead Wealth Manager

2022 Social Security Trust Fund Update

The Board of Trustees for the Old-Age, Survivors and Disability Insurance (OASDI) has issued their 2022 annual report for the Social Security (OASI) and Social

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Learn why you may be able to retire earlier than you think.
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