Newsletter

Ty Bernicke, CFP® | President & CEO

Take The Good With The Bad

Take The Good With The Bad A little over a year ago our family decided to take the plunge, and we added Millie, a white

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Mitchell A. VanDenMeerendonk, CFP® | Wealth Manager

Bernicke Letter: December 2024

2024 Year in Review: Insights On Investing & Financial Planning As I am writing this newsletter, it’s hard to believe we are already in the

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Ty Bernicke, CFP® | President & CEO

Bernicke Letter: November 2024

Why You Shouldn’t Rush Financial Changes After The Election Back in 2008, we were amid the biggest financial crisis since the Great Depression. During my

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: October 2024

Inflation’s Hidden Impact: Are Consumers Losing Faith in the Economy? One of the interesting side effects of the monetary and fiscal stimulus over the last

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: September 2024

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

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Learn why you may be able to retire earlier than you think.

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Learn why you may be able to retire earlier than you think.

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