Year-End Tax Planning: Avoiding Costly Mistakes Before December
Taxes may be inevitable, but overpaying them isn't. In this episode of Financial Perspectives, Senior Lead Advisor Marcus Iwig and Senior Associate Advisor Isabel McMillen join Director of Communicati...
18 Sep 19min
529 Plans Are More Flexible Than You Think
As another school year gets underway, a lot of families are thinking about more than school supplies and busy schedules. In this episode, Gretchen Muller and Ryne Oller discuss education planning: whe...
17 Aug 19min
Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson
Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.In this episode of Financial Perspectives, G...
11 Jul 23min
Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts
In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and advisory team manager at Foster Group, joins Director of Com...
29 Jun 18min
Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care
Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications Gretchen Muller...
14 Jun 18min
Planning for Inflation: What You Can, and Can’t, Control
In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communi...
18 Mai 16min
Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)
Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty...
10 Apr 24min
Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets
Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on...
25 Mar 13min
