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
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.
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.
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.
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.
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.
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.
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.
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.
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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