Insights

We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!

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Congratulations Andreas Shick, CFP®, EA! He just earned his Enrolled Agent designation.

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Do you know the #1 foundational skill people need to create wealth? Hint: It isn’t investing.

Don’t be a victim of identity theft. Here are some simple steps you can take to keep criminals frustrated instead of you.

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Congrats Andreas! Looks like the new guy may work out after all.

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It’s amazing what a different perspective can have. Are your blessings sometimes disguised as stressful problems?

If you are ever tempted to attend a “free dinner” retirement presentation, we would like to save you the time, stress, and potential financial damage.

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.

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...

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.

Jack Bogle wrote in 2006 about 5 aspects of investing that exists even when the markets are uncertain. These words of wisdom are as applicable today as they were back then.

Andreas Shick recently joined the firm as an advisor. We asked him a few questions for you to get to know him a little better.

Despite having decades of experience in our field, we were surprised at some of the things we discovered.

Have you heard of the Yuka app that grades your food and cosmetics? It would be nice to have one for our investment portfolios as well as our consumer products!

There are many things regarding a potential economic downturn that we can control and others that are outside of our control. Here are eight things that you do have control over.

It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.