Blog Investment & Financial News

3 Ways to Help Your Kids Buy a House

I feel like we have the best clients in the country. They are always looking for ways to help out their family. Many spent years saving for their kids’ college, helped plan and pay for a wedding and want to give them that last push into the adult financial world by helping them with a…

Mom – the original Fiduciary

We hope that all of the Mothers in your life had a relaxing Mother’s day full of love and gratitude. When you work inside a family business, Mother’s day has a special significance. Our mom not only helped raise us to be the people we are today, but helped shape the values that we use…

Joy at Top Independent Advisors Summit

Joy Stenehjem AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers Phoenix (March 19, 2014)—Joy Stenehjem attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value…

Responsible Spending for Your Retirement

Don’t Have a Will? What Happens Then?

In 2007, a study conducted by Harris Interactive for Martindale-Hubble showed that the majority of Americans do not have a will. Why is this? Some common excuses include cost, not enough time, and the idea you really don’t need one. If this sounds like you, you’re not alone. Abraham Lincoln, the 16th President of the…

Resources for Elder Care Housing

Ben in the News – Top 20 Next Gen IBD Advisors

This year Wealth Management Magazine published the top 20 Next Generation Advisors under 40 in the country. Our very own Ben Rickey claimed the number 4 spot* for 2014! Thank you all for making this accomplishment possible. We are proud to serve as your team! *ranked on assets under management

Don’t Destroy Your Rollover

When a person has company stock inside of their retirement plan that has significant appreciation, they need to understand the effect of Net Unrealized Appreciation. Simply put, Net Unrealized Appreciation, or NUA, is the difference between the basis, or what you paid for it, and the market value of those shares held in a tax…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 2nd Quarter Investment Commentary

Celebrating Independence—Both National and Financial

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Tax Planning

The One Big Beautiful Bill – Bite by Bite

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements