Angela Muckler, Relationship Manager, 8/27/2020
Health care will likely be one of your biggest expenses in
retirement, so it’s worth unpacking some Medicare basics
and exploring ways to cost-effectively navigate coverage
options, IRMAA, and income planning decisions.
This commentary originally appeared August 27 on
Connie Brezik, Wealth Advisor, 8/27/2020
Once you build it, your portfolio requires ongoing
maintenance through a process called rebalancing.
Wealth Advisor Connie Brezik explains how this helps you
systematically buy low and sell high, a recipe for investing
This commentary originally appeared August 2 on
Tim Maurer, Director of Advisor Development,
I’ve got some good news. You’re not crazy. That’s the
message of one of my favorite books of 2020, “The
Psychology of Money,” written by Morgan Housel and
inspired by a popular blog post he wrote in 2018. It’s a
compelling read and the book offers many great lessons,
but I thought this particular encouragement was worthy
of the fresh slate afforded us all by the start of a new year.
This commentary originally appeared January 10 on