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Newsletter

Ty Bernicke, CFP® | President

Bernicke Letter: May 2023

Exciting Announcement For Our Client Appreciation Event On August 2nd    We are hosting our Client Appreciation Event at the Pablo Center in Eau Claire

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: March 2023

Spring break season is upon us! Or at least it is for those of us with kids in school. My favorite spring break trip growing

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Ty Bernicke, CFP® | President

Bernicke Letter: February 2023

Is a Roth IRA Conversion the Right Strategy for You? Written by Ty Bernicke, CFP®, President and Executive Wealth Manager As published in Forbes With

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Ty Bernicke, CFP® | President

Bernicke Letter: January 2023

SECURE Act 2.0: How the New Changes in Retirement Laws Will Affect You   Tucked inside a just-passed 4,155-page, $1.7 trillion spending bill are plenty

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: December 2022

2022: Wow, What A Year It Has Been For Investors I write this newsletter as we’re getting our first significant snowfall of the year, making

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Ty Bernicke, CFP® | President

Bernicke Letter: November 2022

Turbulent Markets: Waiting For The Tide To Turn This past year I listened to an inspiring interview with the singer and songwriter, Jewel, who discussed

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