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Hendrickson, CFP® | Wealth Manager

2022 Medicare Premium Adjustments

The new 2022 Medicare premium adjustments are in, and they are substantial.  Medicare Part B recipients will be seeing the most significant dollar increase in

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Ty Bernicke, CFP® | President & CEO

To Minimize Your Taxes, Avoid ‘The Gap’

There are many different variables to consider when selecting an advisor. One important component that determines a financial advisor’s success is how well they can manage investments. Financial advisors need to understand how to minimize taxes related to the investment recommendations they are providing to their clients to manage investments effectively; to help clients minimize taxes, an advisor needs to have a complete picture of their client’s financial situation.

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3D Earth planet globe in man, woman hand, hands on blue background. Environmental protection concept. Elements of this image furnished by NASA.
Steve Latham, CFA, CFP® | Chief Investment Officer

Embracing the Overview Effect

For the very small percentage of the human race that has ever been to space (only 567 people can claim they’ve orbited the Earth), these individuals are some of the only people to have experienced what’s known as the Overview Effect.

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