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Past Commentary & Articles


Financial advisor Jakob Loescher answers the question, “Can I Still Retire in a Down Market?”


Prenuptial agreements can be a sensitive subject. However, if carried out in a capable manner, they can be a helpful tool to build healthy financial futures.


There has been very little movement in the standoff between the Biden administration and House Republicans over how and whether to raise the U.S. debt ceiling. Now, with just a week to go until Yellen believes the government could default, some Americans wonder if a resolution can be reached.


If you’re caring for a loved one with special needs or disabilities and you’re not sure where to turn, what to do, or how to do it, you’ve come to the right place. Here’s a checklist to help you become as organized and buttoned up as possible.


As parents age, their financial needs and abilities can change. It’s not always easy to recognize when they may need help managing their money or making important financial decisions.


Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.


The impact of student loan debt on millions of Americans has been a longstanding issue, exacerbated by the COVID-19 pandemic. With a crucial Supreme Court decision looming in the coming months, borrowers must proactively prepare for the potential resumption of paused loan payments.


What is the point of saving money? The answer usually centers around more connection, community, service, nature, and freedom, eventually leading to more joy.


Over the past six months, we have all come to the collective realization that artificial intelligence (AI) is going to reshape how we work and live. What are the implications for investing?


When Rory’s wife died suddenly, he quit his job and took time to deal with his grief. But he knew he couldn’t dwell on his wife’s death forever. Eventually, Rory decided to get back into the workforce and get his financial situation organized.


Changing your 401(k) provider may not be as rough as you think. In this article, we break down the steps and provide helpful tips to make the transition smoother.


Watch financial advisors Cory Buehler and Rick Brown review the financial fundamentals to help you make more informed decisions about your money.