3rd Quarter Commentary 2023

Of Predictions and Bears By Rob Overton, CFPⓇ, CAPⓇ A few months ago I rode my bike to work, which is something I often do. My morning-commute decision tree usually involves swiping down from the top of my phone and clicking on The Weather Channel app to get the...

2nd Quarter Commentary 2023

Here We Go Again By Nick Kendall Every February I make sure to get in a viewing of Bill Murray’s movie Groundhog Day. The story is about a weather man in Pittsburgh who’s forced to report live in Punxsutawney, Pennsylvania on the aforementioned holiday to see if the...

1st Quarter Commentary 2023

What’s in the SECURE Act 2.0? In December of 2019 Congress passed a piece of legislation called the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”. It was quite broad, impacting many areas of retirement planning. Some of the more notable areas...

4th Quarter Commentary 2022

A Comprehensive Look At Your 2023 By Nick Kendall I grew up in a home with a Dad who taught us how to look through the lens of “risk management” as we navigated through life. Overwhelmingly this has been a great discipline for me to take on as I walk together with my...

2nd Quarter 2022 Commentary

Navigating In A Changing World A dilemma is defined as, “a situation in which a person has to choose between things that are all bad or unsatisfactory”1. I would guess most of you agree with me, the world seems to change at a faster rate than it once did, and when...