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Past Commentary & Articles

Market Commentary
June 8, 2021
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Markets slowed in May as investors weighed inflation risks versus above-trend economic growth in the U.S. But international stocks, bonds, and alternatives continued pushing forward with positive returns. Just how have increases in debt impacted future returns historically? All that and more in June’s edition of MarketWise!

Wise Women
June 4, 2021
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There are two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

Article
June 1, 2021
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Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.

Article
May 25, 2021
Retirement Readiness Questions to Answer Before you Retire

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

Article
May 24, 2021
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Are worries about inflation keeping you up at night? Financial advisor Chris Ruedi suggests several ways to address potential inflation when developing a diversified investment portfolio.

Article
May 17, 2021
Uncle Sam in Retirement

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

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