Blog

Filter Blog by:

Blog

Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

year end planning

Blog

7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

Blog

The Markets are Down for 2018 – There is always a Silver Lining

3 considerations to execute a ROTH IRA conversion before year end

By Christopher Abla AWMA®, AAMS®, CRPC®, Wealth Advisor

FIRST – The Tax Cuts and Jobs Act passed in late 2017 has gone into effect for our 2018 tax year. This sweeping tax legislation has temporarily reduced the marginal tax rates for virtually every tax payer.  Lower rates are scheduled to potentially revert to prior rates in 2025 without additional congressional intervention.  Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Blog

What difference does a title make?

 Advisor (Fiduciary) v Broker (Non-Fiduciary)

Author: Christopher Abla APMA®, AWMA®, AAMS®, CRPC®

Christopher Abla is a Private Wealth Advisor and Investment Advisor Representative with CWM, LLC, an SEC Registered Investment Advisor. Read more

Blog

Aretha Franklin – The Queen of Soul – What will happen to her kingdom?

We hear about this far too often when a wealthy celebrity passes away and the public learns that they did not have even the basics of an estate plan.  The media has reported that Aretha died without a simple will or even a trust.  Read more

Diversified Investments Global Image

Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

Blog

5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more