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.
One of the interesting side effects of the monetary and fiscal stimulus over the last four years has been the resurgence of inflation. I call it interesting because we’ve had significant stimulus injected into our economy since the 2008 Great Financial Crisis.
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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