Blog Investment & Financial News
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…
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…
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…
Why Your Financial Planner Should Be A CFP®
We’ve all heard the phrase, “people are like snowflakes, all unique in their own special way.” This is true as each of us has different challenges and goals. As a result of our individuality, it’s imperative the advice we receive be personalized to our unique needs. This is especially true for the financial advice we…
Avoid Life’s Rainstorms with an Umbrella Policy
Being caught in the rain is never fun. I grew up in Aberdeen, Washington where it rains over 80 inches a year, and I spent the majority of my adolescents with the bottom of my jeans soaking wet. I never understood how Gene Kelly could be so happy singing and dancing in the rain. Nevertheless,…
2025 1st Quarter Investment Commentary