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Mitchell A. VanDenMeerendonk, CFP® | Wealth Manager

Key Insights On Investing and Financial Planning in 2025

This has undoubtedly been an eventful year, to say the least. We experienced a continuation of the Artificial Intelligence boom, a shift in dual mandate focus from the Federal Reserve, and, of course, the U.S. presidential election.

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Ty Bernicke, CFP® | President & CEO

Should You Take Your Social Security Early?

In this video, Ty Bernicke, CFP®, President & CEO, discusses the factors to consider when deciding whether to claim Social Security benefits early or delay them. Discover the pros and cons of different Social Security claiming strategies and how they can affect your retirement income.

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Steve Latham, CFA, CFP® | Chief Investment Officer

Why Does American Exceptionalism Matter for Investors?

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.

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Ty Bernicke, CFP® | President & CEO

Lower Your Taxes in Retirement With These Effective Strategies

In this video, Ty Bernicke, CFP®, President & CEO, discusses effective tax minimization strategies for retirement, emphasizing the importance of understanding different income sources and investment types. Learn how to optimize your tax buckets—tax-deferred, tax-free, and non-qualified—to maximize your retirement savings and minimize tax liabilities.

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Ty Bernicke, CFP® | President & CEO

Why You Can Retire Earlier Than You Thought Possible

In this video, Ty Bernicke, CFP®, President & CEO, challenges traditional retirement planning assumptions and discusses why many people may be able to retire earlier than they think. He explores the concept of changing spending patterns throughout retirement and how this could impact retirement planning strategies.

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Steve Latham, CFA, CFP® | Chief Investment Officer

Will High Stock Valuations Hurt Your Portfolio?

In this financial market update for November 2024, Chief Investment Officer, Steve Latham, CFA, CFP®, questions whether high stock valuations really mean bad returns in the future. He shares some interesting ideas about market values, expected earnings, and productivity trends that could give investors a more hopeful outlook.

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Ty Bernicke, CFP® | President & CEO

Is Inflation Really Under Control?

In this financial market update, President & CEO, Ty Bernicke, CFP®, discusses how inflation is managed and compares current economic conditions to those in the past. He also highlights the importance of being prepared for potential changes in inflation due to government spending decisions.

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Steve Latham, CFA, CFP® | Chief Investment Officer

What Does The Jobs Market Tell Us About the Economy?

Ah yes, jobs data. One of the most important pieces of information an economist can have when gauging the health of the economy. Job creation or destruction is a core source of information to determine if our economy is growing or shrinking.

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Steve Latham, CFA, CFP® | Chief Investment Officer

Can Fed Rate Cuts Prevent Job Losses?

In this financial market update, Chief Investment Officer, Steve Latham, CFA, CFP®, explores the slowing job market and rising unemployment rate, raising questions about potential

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