Katie Fischer, CFP®

A year that will definitely be remembered by all of us is coming to an end. 2020 brought new challenges to most of us...

Drew Feutz, CFP®

There’s a strange dichotomy that I often find when reviewing new client’s employee benefits selections: the most impo...

Kevin Ervin, CFP®, CPA

The theme of our last quarterly commentary written in July was centered around uncertainty. That theme remains with u...

Jared Defore, CFP®, CPA/PFS

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Aaron Williams, CFP®

This year has already given us a series of interesting (and often unfortunate) events so far. So far, we’ve had Aust...

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