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Diversification is Your Buddy Thumbnail

Diversification is Your Buddy

Spreading your assets around (a.k.a. diversification) is one of the bedrock principles of portfolio construction. Keep the three levels of diversification in mind while building your portfolio.

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Stock Market Volatility Thumbnail

Stock Market Volatility

While the stock market is in a period of turbulence, it is important to recall that current information is already reflected in prices and trying to time the market is not a sound strategy.

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How Will The SECURE Act Affect You? Thumbnail

How Will The SECURE Act Affect You?

On December 20th, President Trump signed into a law a spending bill that included the Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019. This legislation made a number of changes in the retirement planning arena. Four change that may impact you...

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Welcome! Thumbnail


As true fiduciaries, Ken Duetsch II, Steve Schiestel and Brad Fogleman are ready to bring their decades of wealth and investment management experience to help people find a peaceful balance between their personal, work and financial lives.

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