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Category: Industry News

6 posts categorized as "Industry News"

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

Jan 21, 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 No. 25, here’s why I think it’s No. 1.

  • Helping clients I’m often asked why I became a financial advisor.

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Five Reasons to Lend an Education Hand

May 29, 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 those households headed by someone under 40 with debt, household net worth is $8,700,

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The Season of Miracles

Dec 16, 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. Fade the optimism. Prepare to make year-end adjustments.” On the preceding Friday (11/22), the S&P 500 Index had closed at 1804.76,

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More money, more problems

Dec 13, 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 $250,000 married) you may have noticed a slight change in your paycheck at some point during the year.

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A Glass Half Foul

Dec 9, 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 averages back to where they had started the week. Coming back from Turkey day, in an atmosphere dripping with bullish confidence for a year-end rally,

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Take the Points

Nov 25, 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 S&P 500 Index (SPX) closed above 1800 for the first time ever. Five of the nine S&P sectors that I track were down for the week,

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