Insights

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

I heard the song, Good News Sold, by Jordan Davis, as I was playing in the yard with my two daughters, and it got me thinking about the news and what we all hear broadcast to us daily. If you turn on your TV, social media or radio I can almost guarantee you’ll hear some …

By Nick Gertsema, CFP®, ChFC®, RICP®. AIF®, CEO & Wealth Advisor  There’s so much that goes into taking a vacation, especially when traveling with kids. Choose the destination. Shop around to find the best hotel, AirBnB, or cruise line. Examine the calendar to choose dates that don’t in …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …

I’m currently reading a book called “Live Your Dash: Make Every Moment Matter” by Linda Ellis.  The book begins with her poem that hooked me right away. This poem below appears here with the author’s permission.            

I came across an interesting article right before Father’s Day written by Matt Christensen: 12 Important Questions To Ask Your Dad Before He’s Gone. I think it caught my attention because my Dad died at the age of 53 when I was 19.

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …