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Whether you engage us for WEALTH MANAGEMENT, RETIREMENT PLANNING, or 401k ADVISORY SERVICES, the steps remain the same. The only difference is the type and level of detail needed to accomplish your goals.


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February 8, 2017

Weekly Market Update, January 30 2017

Weekly Market Update, January 30, 2017 Presented by Rich Tegge General market news • The 10-year Treasury yield opened early this Monday morning at 2.46 percent, down from last week’s high of 2.55 percent. It has tested the 2.50-percent level a handful of times since mid-December but has […]
January 6, 2017

Market Update for the Month Ending December 31, 2016

Strong end to the year for financial markets Confidence was the key for the U.S. economy and financial markets in December. U.S. markets ended the year on a high note, with all three major indices up for the month, capping off positive quarterly and annual returns. The Dow […]
December 28, 2016

Don’t Get Bit by the Sleeping Dog- Pay Attention to Your Company 401k

As we work with and educate business owners (Plan Sponsors) about their 401ks we often hear the statement, “I didn’t know what I didn’t know.” Not the answer you want to give an auditor from the Department of Labor (DOL) who is reviewing your 401K plan. For most business […]
December 28, 2016

Outlook 2017: Faster Growth Likely as Recovery Accelerates

We started 2016 with the hope that it would be the year the economy normalized. But between the stock market pullback early in the year after the surprise Chinese devaluation; the political theatre surrounding the primaries and general election; the ongoing volatility in the oil market; and the […]
December 28, 2016

Weekly Market Update for December 19, 2016

General market news Yields moved higher last week after the Federal Reserve announced on Wednesday that it would increase the federal funds rate. The 10-year Treasury yield moved from 2.42 percent to as high as 2.64 percent on Thursday, opening this Monday morning at 2.55 percent. The 30-year […]
December 10, 2016

Market Thoughts for December

December 7, 2016

Market Update for the Month Ending November 30, 2016

Stock market gets “Trump bump” Surprising almost everyone, the major news in November was the election of Donald J. Trump as the 45th president of the United States. Almost as surprising was the market reaction, as U.S. stock markets rallied and bond markets sold off, the exact opposite […]
November 30, 2016

Weekly Market Update for November 28th, 2016

General market news Rates across the curve tested new highs last week. The yield on the 10-year Treasury was as high as 2.41 percent last Wednesday before falling to 2.32 percent early Monday; the 30-year yield touched 3.08 percent last Wednesday but opened lower at 2.97 percent this […]