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What’s Really Happening in the Economy?

In this financial market update for March 2025, Chief Investment Officer, Steve Latham, CFA, CFP®, tackles the conflicting narratives surrounding the economy. Is it thriving, failing, or headed for recession? Discover why consumer confidence is down while spending remains up, and what this means for the market’s stability and future growth. Get ready to cut through the noise and understand the real story behind the numbers.

Steve Latham, CFA, CFP® | Chief Investment Officer March 14, 2025

7 Reasons Why You Should Take Your Social Security Early

Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO discusses seven reasons why taking your Social Security benefits early might be a good choice for you!

Ty Bernicke, CFP® | President & CEO March 13, 2025

7 Reasons Why You Should Delay Taking Your Social Security Income

Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO, discusses seven key factors to consider when deciding whether delaying your Social Security income might be a good choice for you!

Ty Bernicke, CFP® | President & CEO March 7, 2025

11 Common Mistakes in Estate Planning

Have you ever stepped into your car, ready to go, only to realize your keys are still inside the house? Or brewed a pot of coffee, only to forget the coffee grounds? These kinds of mistakes are a part of everyday life for all of us. The same is true for estate planning.

Bernicke Wealth Management March 3, 2025

Do Tariffs Really Cause Inflation?

In this financial market update for December 2024, Chief Investment Officer, Steve Latham, CFA, CFP®, discusses the concept of “American exceptionalism”, highlighting how the US economy and markets have consistently outperformed other developed countries over the past few decades.

Steve Latham, CFA, CFP® | Chief Investment Officer February 14, 2025

Maximize Your Retirement Income With Tax Location Optimization

In this video, Ty Bernicke, CFP®, President & CEO, discusses smart retirement income strategies, focusing on tax minimization, investment bucket allocation, and the importance of flexible financial planning. Ty shares how to optimize your retirement income while enjoying your money wisely.

Ty Bernicke, CFP® | President & CEO February 6, 2025

How to Take Income in Retirement the Smart Way

Ty Bernicke, CFP® | President & CEO January 30, 2025

Inflation, Spending, and Growth: The Economic Storylines Investors Can’t Ignore in 2025

2025 already has provided quite a bit of excitement if you’ve been keeping your ear to the ground, listening to the goings on across the

Steve Latham, CFA, CFP® | Chief Investment Officer January 28, 2025

Investment Strategies You Must Know to Retire Early

In this video, Ty Bernicke, CFP®, President & CEO, breaks down the critical investment strategies for early retirement, focusing on three key investment buckets: tax-deferred, tax-free, and non-qualified accounts. He emphasizes the importance of creating a flexible 10-year retirement plan that considers tax implications, health insurance costs, and strategic withdrawal strategies to maximize financial independence.

Ty Bernicke, CFP® | President & CEO January 23, 2025

Growth Stocks Soar in 2024

In this video, Ty Bernicke, CFP®, President & CEO, delivers a comprehensive annual market review for 2024, highlighting the remarkable performance of US stocks and providing insights into the nuanced differences between growth and value investment strategies.

Ty Bernicke, CFP® | President & CEO January 15, 2025

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

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