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Insights & News

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9

May 9, 2020

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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3

May 3, 2020

Alphabet Soup: Making Sense of Advisor Designations

With the proliferation of designations held by financial advisors, it is important to know which are most indicative of the quality of advice that you deserve.

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30

December 30, 2019

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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18

June 18, 2019

Welcome!

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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29

May 29, 2019

Evidence-Based or Actively Managed Funds? (It’s not really a question)

Active Versus Passive Management Info graphic Grand Cap

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