2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity?

2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity? July 5, 2019 Written by Russell Bucklew, Partner, CFP®, JD and Christopher Bergthold, Senior Client Associate, CFP®...

Q2 2019 Market Commentary: Winning The Loser’s Game

Winning The Loser’s Game June 27, 2019 Written by Nathan Erickson, CFA®, CAIA, Managing Partner and Chief Investment Officer To view and download a PDF of this commentary, click here. Anyone...

Roth: Certainty in an Uncertain World

Roth: Certainty in an Uncertain World June 24, 2019 Written by John Brimhall, Client Advisor, CFA, CPA, CFP®   My daughter Olivia will be three years old in a few months. Currently, she’s in...

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act  June 13, 2019 Written by Russ Bucklew, Partner, CFP®, JD; Mary Ann Hennelly-Favata, CFP®, Senior Client Advisor; and Ena Dashi,...

Sustainable Draw Rates: Part Three

The Sustainable Draw Rates Study June 11, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART THREE In part three of the Sustainable Draw Rates Study, we...

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes? June 3, 2019 Written by Bruce Paulson, CPA, JD, CFP ®, Senior Client...

Behavioral Biases in Investing

Behavioral Biases in Investing May 6, 2019 Written by Kyle Pitman, Client Associate   A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I...

Retirement Plan Industry Update – Q1 2019

Retirement Plan Industry Update – Q1 2019 April 29, 2019 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   Consolidation of...

The Sustainable Draw Rates Study: Part Two

The Sustainable Draw Rates Study April 19, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART TWO Part two of the Sustainable Draw Rates Study examines the...