Industry News

“Financial Advisor” Ranked No. 25 of the 100 Best Jobs of 2015; Why I Think It’s No. 1

January 21st, 2015|

By: Eric Bench, Financial Consultant

According to a recent U.S. News & World Report list, a “financial advisor” ranked No. 25 of the 100 Best Jobs of 2015 — it is expected to be one of the faster-growing occupations over the next decade, with a projected growth rate of 27% through 2022. While my profession ranks […]

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 […]

The Season of Miracles

December 16th, 2013|

By Pete Biebel, Vice President

We’re coming into a make-it-or-break-it week for the stock market. Despite the overwhelming optimism for a year-end rally, market action over the past month has been lackluster. In my 11/25 comment, “Take the Points,” I urged readers to be suspicious of the extreme bullishness of sentiment: “Doubt the masses. […]

More money, more problems

December 13th, 2013|

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

The American Taxpayer Relief Act of 2012 has almost completed its first full year of implementation. Have you noticed a difference in your tax bill yet? If you are a higher income earner (more than $200,000 individually, more than […]

A Glass Half Foul

December 9th, 2013|

By Pete Biebel, Vice President

The air was thick with optimism as traders returned from the holiday week. Last week ended with a huge rally on Friday that left investors with a warm and fuzzy feeling to tide them over the cold weekend. Sadly, closer examination will show that Friday’s gain merely lifted the […]

Take the Points

November 25th, 2013|

By Pete Biebel, Vice President

After getting off to a rocky start, stocks turned in a pretty respectable performance for the week. For the fifth time in the last seven weeks, the broad averages finished very near their highs of the week. The major averages all posted small gains for the week. The […]