
Articles

Latest Article
2025 Investment Outlook Seminar Registration
Clients can reserve spots for one of two seminars: 9:30 a.m. Oct. 7, or 7:00 p.m. Oct. 15.
Read more
Past Articles
Cleaning up after identity theft
By Joel Dresang The Amazon.com bill I got in the mail totaled $2,838 for three robotic vacuum cleaners. The problem was they weren’t mine. My identity was stolen. I didn’t order those vacuum cleaners. I don’t even have an Amazon card. Someone assuming my identity opened a card in my name. […]

Having the confidence to retire
To retire with confidence, investors need to allocate their resources for both long-term growth and short-term peace of mind.
Crash test dummies
By Joel Dresang New research shows that individual investors vastly overestimate the probability of stock market crashes, in part because of what they see in the news. Anticipating risks is important, but letting short-term incidents muddy long-term plans can be harmful. Often, what worries us today doesn’t even matter to the future plans we disrupt. […]
Downside protection for investors
Investors can’t foresee when news events will disrupt markets, but they can set up and monitor downside protection for their portfolios. Kyle Tetting explains in a MONEY TALK VIDEO. […]

For What It’s Worth: Sell in May
The idea of a summer sell-off comes from a sense that stockholders should vacate the market while traders are distracted.
For What It’s Worth: Bucks
When President Obama referred to earning “some serious Tubmans,” he reminded us that we like to use slang when we’re talking money. […]