How will a government shutdown impact the market? Volatility comes with the territory but it’s always good to be prepared and proactive. Now is a good time to see if your risk level is aligned with your long-term goals and how it matches your financial plan.
October 19 | 6:30 -8:00 PM MT The financial planning process helps you understand where you are today and create a roadmap to get you where you want to be. A good plan is personalized to you–whether you’re saving for a single goal, like retirement, or need...
By Ryan Turbyfill, MBA Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...
By Lindsey Simek Over the last few weeks, we have been hearing buzz about a possible market correction. The terms “downturn” and “pullback” seem to be everywhere and that is causing some uneasiness. We like seeing our portfolios grow, our money working for us,...
By Lindsey Simek Financial Advisor It appears we cannot make it through a day without hearing about Bitcoin or cryptocurrency. Its popularity is exploding, and curiosity cannot help but be sparked. Bitcoin is a type of digital currency in which a record of...
