Insights.

Plain-language articles from our advisors on the questions clients actually ask: retirement, taxes, giving, markets, and the decisions in between.

Written in-house, never any jargon or too much hype.

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Financial Planning
The Roth IRA 5-Year Rule: What It Is and How It Works
Clay Finck
Investment Management
Investment Principles: Dollar Cost Averaging vs Lump-Sum Investing
Jaxson Simmerman
Choosing an Advisor
10 Questions to Ask a Potential Advisor
Jon Sevenker
Market Commentary
August 2026 Market Recap
Clay Finck
Client Services & Operations
AI Is More Than a Buzzword
Trey Pittenger
Financial Planning, Retirement
Retirement Planning in Your 50s: The Decisions That Matter Most
Audrey Mines
Investment Management
Behavioral Finance: The Mental Biases That Hurt Long-Term Investors
Jaxson Simmerman
Investment Management
How to Think About Asset Location: Which Accounts Should Hold Which Investments?
Dan Frost
Market Commentary
July 2026 Market Recap
Clay Finck
Financial Planning
Employee Equity Compensation: Stock Options, ESPPs, and RSUs
Blake Anderson
Financial Planning
Trump Accounts: What Families Need to Know
Clay Finck
Quarterly Letters
2026 – 2nd Quarter Letter – Happy Birthday America
Jon Sevenker
Investment Management
The Real Cost of Investment Fees
Jaxson Simmerman
Market Commentary
June 2026 Market Recap
Clay Finck
Financial Planning
10 Reasons to Hire a Financial Advisor
Clay Finck
Cybersecurity
10 Tips to Protect Yourself Against Fraud
Clay Finck
Investment Management
Investment Principles: Time Value of Money & Compounding
Jaxson Simmerman
Market Commentary
May 2026 Market Recap
Dan Frost
Retirement
Retirement Is More Than a Math Problem
Trey Pittenger
Tax planning
2026 Tax Planning: Strategies to Consider
Audrey Mines
Next Generation
5 Financial Concepts for New Graduates
Jon Sevenker
Market Commentary
April 2026 Market Recap
Dan Frost
Travel Reviews
The Emerald Isle
Diane Klein
Just for Fun
P&A Spotlight: Clay Finck
Jon Sevenker
Charitable Giving
Give to Lincoln Day 2026
Jon Sevenker
Investment Management
Investment Principles: Time in the Market vs Timing the Market
Jaxson Simmerman
Quarterly Letters
2026 – 1st Quarter Letter – Four Forces of Uncertainty
Jon Sevenker

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