Author archives for Meg Ronspies

    From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

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    From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

    If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, …

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    7 Year-End Planning Tips from a Wealth Planner

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    7 Year-End Planning Tips from a Wealth Planner

    Published by Mark Petersen, Vice President Affluent Wealth Planning The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed.

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    Pass the Turkey! – Financial Tips for the Season of Giving

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    Pass the Turkey! – Financial Tips for the Season of Giving

    As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner …

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    Improving The Traditionally Allocated Portfolio

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    Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them …

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    4 Simple Steps to Creating an Estate Plan

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    4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one …

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    4 Easy Ways to Diversify Your Investments

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    4 Easy Ways to Diversify Your Investments

    Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …

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    Comfort: A Word We Need To Think About For Our Families

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    Comfort: A Word We Need To Think About For Our Families

    Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …

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    Proper Insurance Reviews

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    Proper Insurance Reviews

    Published by Scott Roberts, CPA, CLU Let’s face it – after purchasing a life insurance policy most people simply tuck it away in a drawer or filing cabinet (or lose it) and never really look at it again.  They will pay the premiums as they receive notices, comfortable in the knowledge that …

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    5 Reasons It’s Important to Set Financial Goals

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    5 Reasons It’s Important to Set Financial Goals

    Published by Rob Furlong, Portfolio Manager The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was lit …

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    Financial Planning Is About the “Why”

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    Financial Planning Is About the “Why”

    Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …

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