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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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financial advisor talking to a man and a woman in an office
Ty Bernicke, CFP® | President & CEO

Creating A 10 Year Tax Minimization Strategy

The years leading up to retirement are frequently filled with a number of opportunities to minimize taxes that, if not implemented, can never be recaptured. Unfortunately, many people wait until about one or two years before retirement before getting serious about retirement planning, only to later regret their delay.

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