How Tax Strategy Fits into Your Financial Plan
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller...
16 Mar 17min
Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan
In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separat...
14 Feb 21min
Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT
Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.We share pr...
19 Jan 23min
Year-End Giving Checklist: Make Every Gift More Intentional
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a pract...
15 Des 202513min
Why Market Highs Aren't a Reason for Worry
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, l...
17 Nov 202512min
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the stra...
13 Okt 202524min
OBBBA Explained: What the 2025 Tax Bill Might Mean for You
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemp...
15 Sep 202516min
AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start...
18 Aug 202544min
