Mark Sorensen | March 4, 2022 Uncertainty continues to impact the market. Geopolitical concerns like we are currently experiencing usually cause a negative market reaction in a shorter time frame, but historically they are always buying opportunities in hindsight. Investors need to look through market corrections and know that with […]
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Gabe Fransen | February 22, 2022 I’m writing this piece in early February of 2022. Inflation! I bet you’ve heard this word a lot recently. I’d put money on it that you have been feeling it’s affects at the grocery store and gas pump. It’s hard to bury the fact […]
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Mark Sorensen | February 18, 2022 The market has weakened over the last few days based on two main uncertainties. This market commentary should provide some perspective during market corrections like we are experiencing right now. It is interesting that the market historically goes up 80% of the time, but […]
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The year ended with a strong 4th quarter for the S&P500. It closed the quarter up 11.07% with nearly a 5% move the last 11 days. A Santa Clause rally? However, the technology-heavy Nasdaq underperformed the other major indices due to continued fear of inflation and higher interest rates. Higher interest […]
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Gabe Fransen | January 14, 2022 With the new year here, many of you will have new goals driven by a New Year’s resolution and many of those goals will be financially related. I’m confident that none of those financially related goals are focused on losing money or having a […]
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Gabe Fransen | December 15, 2021 Does following the 4% rule provide for a successful Retirement Income Plan? With inflation, market fluctuations and the plethora of other variables in life, one could argue that having a customized, detailed, and well-thought-out income plan would be a wise decision – it’s just […]
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Gabe Fransen | November 18 ,2021 On November 12, 2021, the Center for Medicare & Medicaid Services, also known as CMS, announced the 2022 cost adjustments for premiums, deductibles and coinsurance amounts for Medicare Part A and Part B programs along with the 2022 Medicare Part D income-related monthly adjustments. […]
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Mark Triplett | March 5, 2018 The World Was Flat In the past, financial advisors have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the general practice is widely accepted, if you ask 50 different financial advisors what a well-balanced portfolio […]
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Mark Sorensen | October 13, 2021 September is historically the worst month of the year for stocks, and it proved it in a big way this time. The S&P500 finished September with a loss of 4.8% but squeaked out a gain of .2% for the 3rd quarter 2021. It was widely anticipated […]
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