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In this June market update, Steve Latham, our Chief Investment Officer, discusses how large and mega-cap stocks have outperformed smaller ones in the S&P 500

The 2023 banking crisis started in March when Silicon Valley Bank (SVB) unexpectedly collapsed after it announced a plan to raise capital. Signature Bank (SB)

Starting in 2024, there will be a new way to transfer funds out of your 529 education accounts. Now you won’t have to pay taxes

Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized on the Forbes best-in-state

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, examines signs that imply both the consumer and the real estate market are

Since World War I, the U.S. dollar has effectively been the world’s global reserve currency due to the country’s willingness to maintain this status, in

In this brief video, our Chief Investment Officer, Steve Latham, reviews the current and historical credit conditions within the U.S. and what that could mean

For most Americans, the last time anyone was worried about their bank was during the 2008-09 Great Financial Crisis. Since then, our country has had

In this brief video, our Chief Investment Officer, Steve Latham, provides a timely inflation update and how the Fed is expected to respond.