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…
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…
2026 2nd Quarter Investment Commentary