A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

A Few Thoughts as We Enter the Last Quarter of 2021 by Jack Moller, CFP®

As we have entered this traditionally most volatile time of the year for markets, I wanted to share a few thoughts that I think are important to keep in mind and to help us maintain our peace of mind if market swings get “uncomfortable”.

What Would Bill Think About This Market? by Jack Moller, CFP®

Last quarter I wrote an article based on how I would respond to the oft asked question, “What do you think about this market”? I realize that today I am writing on the one-year anniversary of my dad’s passing...

What Are TIPS and Where Do They Fit in a Portfolio? by Brian Fritzsche, CFP®, CFA, CRPC®

As headlines concerning inflation seem to be swirling in the news, investors may wonder if there is any way to protect against the risk of higher-than-average inflation.

Is Now the Time to Get Greedy? by Nate Eads, CFP®

I started my career in May of 1996, which puts me 25 years into a career that I had no plans for coming out of college. After graduating in December 1995, my “career” aspirations were to head out to the mountains of Colorado and make a living skiing with my good friend Mike.

What Do I Think About This Market?

People often ask me this question. The short answer is that I have great confidence that the market will head higher over the long term. In the short term, I really have...

Positioned for Regime Change - Staying Truly Diversified

The plain and simple fact is that while stocks do go up over time, relative performances of different asset classes tend to go in cycles. These cycles are often impacted...

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