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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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When the market gives you lemons.
Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

Let’s Make Some Lemonade

Sometimes it’s funny how different facets of life intersect unexpectedly. This 4th of July was very enjoyable for our family this year as we spent

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Investing in your future with donor advised funds.
Blog
Dan V. Estenson CFP®, AIF® | Lead Wealth Manager

How Donor Advised Funds Work

A Donor Advised Fund is a separate charitable investment account that allows you to support many of your favorite charitable organizations. Donations of cash, securities,

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Steve Latham, CFA, CFP® | Chief Investment Officer

June 2022 Monthly Market Review

In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout the month.

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Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

May 2022 Monthly Market Review

In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout the month.

Read More »

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Learn why you may be able to retire earlier than you think.
This field is for validation purposes and should be left unchanged.