Tag: Investment Planning
Interpreting the Fed’s September Rate Cut
The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.
Raising Stewards, Not Spenders: Helping to Empower the Next Generation
Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.
Rethinking Retirement Benefits: Cash Balance Plans for Small- to Mid-Sized Businesses
With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.
Year-End Planning for Executives: Strategies to Optimize Incentives, Personal Finances, and Taxes
Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.
How a Financial Advisor in Madison Can Help You Prepare for Market Volatility
Navigate market volatility with confidence. Get long-term financial planning in Madison, WI with a fiduciary advisor who helps you keep your goals on track.
New Opportunities for 401(k) Investors: How Policy Changes Could Open the Door to Alternative Assets
On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).
A Potentially Costly Investing Bias Created by the Verbs We Use
In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.
Long-Term Financial Planning for Lincolnshire Families: College Savings and Retirement Strategies
Learn how families in Lincolnshire, IL can create a long-term financial plan that balances college savings and retirement goals with clarity and confidence.
Beyond the Balance Sheet: Redefining Family Wealth
Learn how families embrace the Five Capitals of Wealth to build lasting legacies—focusing on connection, purpose, and growth that span generations.
56 Days to Rebound: What Q2 Taught Us About Staying the Course
Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.
Your Summer Financial Planning Checklist
The summer season offers a great chance to revisit your finances with a fresh perspective.
Senate Narrowly Passes Major Tax Overhaul: Here’s What It Means for You
Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.