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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
2023 Investment Outlook Seminar Registration
We haven’t done this for a while, but we’re resuming our annual in-person client investment outlook seminar. We look forward to seeing you. Please reserve your spot for one of our two seminars: 7 p.m., Tuesday, September 19 or 9:30 a.m., Wednesday, September 27 Bob Landaas will provide an overview of the markets and the economy…
How to respond to the calm of summer
By Kyle Tetting The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]
Golf outing that’s a game changer
The Dads Open Classic Scramble drives to help new generations learn life lessons from golf. […]
Do you need to worry about retirement?
By Joel Dresang Overconfidence can be hazardous to investors. Research economists at Boston College have found that nearly half of all households are at risk of not affording their retirement. But only about one third acknowledge it. Most at risk: High earners. […]
Money Talk Quiz, August 2023
To reinforce some of the points investment advisors make on the show, we offer multiple-choice quizzes. See how you much you remember. Or, if you missed an episode, get a sample of what you missed. Each answer includes links to further information, in case you want to dive deeper. […]
Halfway through 2023, outlook improving
By Kyle Tetting Reasonable caution is always appropriate, but investors too focused on the risks missed out on a lot across the first six months of 2023. […]