Newsletter & Blog
Our latest research and news.
Steve and Travis reflect on how fortunate we are, recognizing clients and our team, plus we can't forget about football.
Steve and Travis review four tax strategies to consider as the end of the year draws near.
We all crave certainty. It’s in our DNA. But investing success isn’t about discovering one optimal investment solution…
Travis and Steve discuss the advantages and constraints of HSA accounts.
Steve and Travis discuss the appeal of annuities and why promised safety and guarantees are often attached to costly trade-offs.
Ahead of tax law changes, Travis and Steve discuss two strategies to help build your Roth Bucket.
What do investors need to know when real rates on U.S. Treasuries are Negative, and U.S. stock markets hang near all-time highs?
Steve and Travis discuss the latest inflation data and how companies and consumers are feeling the pressure.
“Finance professor Elroy Dimson says, “risk means more things can happen than will happen.” Lurking beneath that comment is the sobering realization that if the COVID crisis had never occurred, something just as wild and unpredictable could have replaced it….”
Travis and Steve discuss the strain on supply chains, leading to delays in product delivery times.