By Kath Suchan, CFP®, CLU® INTRODUCTION In my most recent installment of this series, I wrote about a few hard to believe nuances of Social Security benefits. In this final installment, we are going to meet Pat and Val, a married … Continue reading
By: Jonathan Brandt, CFP® We make it a habit to attend industry conferences each year to keep abreast of the best thinking in our field. In June, I ventured to Chicago in search of current insights at the Morningstar Investment … Continue reading
By Kath Suchan, CFP®, CLU® Siblings, you got to love them. First of all, I am the “baby of the family” and sometimes it is difficult for my five older siblings to realize that I may know just a bit … Continue reading
Is it Time For Rising Rates? By: Jonathan Brandt, CFP® For much of the last 8 years, U.S. stock and bond investors have generally experienced strong returns largely due to falling interest rates. Those rates, as set by the Federal … Continue reading
Jonathan Update Jonathan recently returned from visiting clients in Washington State seeing the gorgeous scenery of the Puget Sound along the way. Son Sam is now residing in Portland where he does marketing research for a start-up company. Daughter Ingrid … Continue reading
