Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.

  • Should Tariffs and Trade Deals Change Your Investment Strategy?

    Ty A. Bernicke CFP® | Posted:

    President Trump has enacted policies that encourage tariffs on the products of other countries with the hope that these countries will come to the table to negotiate more favorable trading terms with the United States. If the negotiation tactics work, this could create favorable trading deals that would benefit the United States for many years. If this tactic fails, we could lose on many different fronts for years into the future.

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  • Benchmarking Work Retirement Plans is Key

    Daniel V. Estenson CFP®, AIF® | Posted:

    In addition to offering wealth management services to individual investors, Bernicke Wealth Management also offers work retirement plan services to businesses.

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  • The Three 'C's of Health Care Planning

    Kristie L. Weber | Posted:

    If you knew you could purchase affordable health insurance through the Affordable Care Act (ACA) Marketplace, would you consider retiring early?

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  • Three Tax Buckets

    Angela M. Carstens | Posted:

    Imagine you had to fit all of your investments into one of three buckets: The Taxable bucket; the Tax-Deferred bucket; or the Tax-Free bucket.

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