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Insights

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020

SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...

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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020

Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...

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CARES Act: What Does It Mean For You?

April 2, 2020

The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...

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Coping with a Crisis (25:50)

April 2, 2020

Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control...

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COVID Stimulus Package: Notes for Business Owners

April 1, 2020

With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...

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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020

Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...

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Coronavirus Update with Dr. Chris Jenson (23:54)

March 17, 2020

As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris...

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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

March 16, 2020

As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...

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Market Update with Jeff Krumpelman

March 12, 2020

With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...

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Coronavirus Infecting the Market? (22:19)

March 9, 2020

With drops in the markets over the last two weeks and the spread of the coronavirus, you may have...

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Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

March 9, 2020

It is critical to employ poise and perspective in corrections such as the one underway. We expect continued volatility...

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Required Minimum Distributions: New Age, New Deadline

March 5, 2020

The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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Tax Rewind: A Synopsis of the Recent Changes (36:52)