Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

Rising Inflation and Interest Rates: What That Means for You

Rising Inflation and Interest Rates: What That Means for You

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted...
What To Do and Not To Do During Market Volatility

What To Do and Not To Do During Market Volatility

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news,...
Tax Efficiency: Your Ultimate Guide to Tax Deductions

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you...
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How Do Charitable Tax Deductions Work?

Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities...
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Financial Planning as a Show of Love

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a...
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Couples and Money: How to Better Your Finances Together

Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have...
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A Wall Around Your Wealth: The Importance of Asset Protection

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak...
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Making Financial Resolutions For the New Year

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of...
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8 Year-End Financial Planning Tips

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals and those with opinions you value. These final...
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3 Reasons to Make Financial Gifts to Family During the Holidays

The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than...
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Feeling Philanthropic? A Charitable Planning Primer

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do...
Client On-Demand Webinar

Finish the Year Financially Strong

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...

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