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Steve Latham, CFA, CFP® | Chief Investment Officer

The Challenges Tech Stocks are Facing

Tech stocks, especially the “super cap” tech stocks like Microsoft, Apple, and Alphabet, have held the limelight of the market for the better part of

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Ty Bernicke, CFP® | President & CEO

How To Avoid Large Investment Losses

in the past 24 years that I have been in the investment business, the biggest losses that I have seen investors make have been fueled by passionate opinions based on political beliefs. I believe this occurs because of bias. There are a few types of bias that lead to investment mistakes with investing.

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Hendrickson, CFP® | Wealth Manager

2022 Medicare Premium Adjustments

The new 2022 Medicare premium adjustments are in, and they are substantial.  Medicare Part B recipients will be seeing the most significant dollar increase in

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Steve Latham, CFA, CFP® | Chief Investment Officer

Embracing the Overview Effect

For the very small percentage of the human race that has ever been to space (only 567 people can claim they’ve orbited the Earth), these individuals are some of the only people to have experienced what’s known as the Overview Effect.

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