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Donor Advised Funds 101
Donor Advised Funds 101
01/20/2020 Nicole Webb DeVries 2 min read
If you’re charitably inclined, you’re probably interested in maximizing your contribution to your favorite organizations while also maximizing your tax benefit.   A Donor...
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7 Market Movers: 2019 Year in Review & 2020 Outlook
7 Market Movers: 2019 Year in Review & 2020 Outlook
01/16/2020 Chris Haarstick 7 min watch
Our Investment Management team bases their outlook on 7 key market movers. This video, presented by Director of Investments Chris Haarstick, explores the team's...
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Improving Your Financial Fitness
Improving Your Financial Fitness
01/13/2020 Bruce Helmer 2 min read
Well, it’s mid-January, which means many of you are hitting the gym in keeping with your New Year’s Resolution for at least a couple more weeks. But this is also a good...
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"Out of the Box" Investing Strategies
01/05/2020 Bruce Helmer 43 min listen
You’re doing everything right, but you still want to be secure that you are on target to meet your financial goals. Bruce and Peg discuss some lesser known strategies to...
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8 Financial Goals for 2020
8 Financial Goals for 2020
01/02/2020 Robert Carson 2 min read
Creating a financial game plan for 2020 is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your...
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How to Navigate the 4 Critical Retirement Milestones
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