About Wayne Grace

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So far has created 66 blog entries.

Protecting Your Most Valuable Asset…Your Income

July 18th, 2014|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

Is your family dependent on your ability to make an income now and in the future? If the income you earn would suddenly stop, due to death or disability, could your family continue to meet their financial obligations such as paying the rent or mortgage, […]

Why 2k?

July 14th, 2014|

By Pete Biebel, Vice President

The S&P 500 Index (SPX) began last week within a whisker of the heretofore untouched 2000 level, but it could get no closer. SPX finished the week just below 1968, about in the middle of its range for the week. The major averages were all down one to one-and-a-half […]

A Divorce Can Adversely Affect Your Retirement – Plan Accordingly

July 2nd, 2014|

By Theresa Fry, Vice President and Manager, IRA and Retirement Plans
and Jeffrey R. Wolfe, Vice President, Estate Planning Associate

In our last post, we discussed the expense of the divorce process and some of the basic financial planning steps we recommend taking should a divorce appear to be imminent. Today, we want to examine the […]

The Surprise Surprises

June 30th, 2014|

By Pete Biebel, Vice President

Last week’s action didn’t really appear to bring any surprises. The averages were due for a little breather, so the market’s inability to improve on its gains of the prior week shouldn’t have been startling news. When intense selling pressure hit the market midweek, the averages unshockingly held at […]

Our Progress Continues

June 17th, 2014|

By Tad Edwards, Chairman, CEO and President

Today we held our sixth annual meeting of shareholders. It was a great meeting, as I thoroughly enjoy updating our shareholders on our firm’s progress and am always energized by their questions, and I thought I’d summarize some of the highpoints.

From a recruiting and growth standpoint, we had a […]

Everybody’s Happy

June 16th, 2014|

By Pete Biebel, Vice President

The averages broke out of their funk in late-May and boogied higher in early-June. In my most recent comment, three weeks ago, I wrote about the market’s dullness. Market activity was about as exciting as an afternoon tea party. I described several symptoms of that lethargy, including record […]

Keeping an Eye on Things

June 11th, 2014|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Periodically, a media outlet will report on action taken against a money manager who had not handled an account appropriately. After one of these well-publicized events, I often get a client question about “Ponzi Schemes” and knowing how to spot one. Often if one […]

Get Your Estate Plan Into “Pool Shape”

June 5th, 2014|

By Jeffrey R. Wolfe, Vice President, Estate Planning Associate

It’s that time of year where pools are opening, the weather is warming, and some people are shaving off a few pounds to get into pool shape. (Personally I’ve always found that round is the shape for me). Also, it’s graduation and wedding season. […]

Five Reasons to Lend an Education Hand

May 29th, 2014|

By Kortney Christensen, CFP®,Vice President, Manager, Private Client Services

A recent Pew Research Center study found that four in 10 of U.S. households headed by someone under the age of 40 have student debt – that’s the highest ever. The median level is approximately $13,000. Not surprisingly, the drag on household net worth is significant. For […]

Sweet Dreams

May 27th, 2014|

By Pete Biebel, Vice President

The market’s spring snooze continued last week. The napping S&P 500 Index (SPX) had an “inside week;” it had a lower intra-week high and a higher intra-week low than the previous week, kind of like going to bed later and getting up earlier. It nevertheless managed to end the […]