Webinars

Market Commentary: Stocks Pause After Post-Election Surge

Stocks Can Go Down After the S&P 500 soared more than four percent the week of the election (the best week of the year), there was some late week selling last week on worries over inflation potentially coming back, the Federal Reserve Bank (Fed) possibly not cutting as much as expected, …

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Planning & Perspective: How are You Buying Your Bananas?

How does 50 degrees sound on a day like today? Your response to that question might depend on whether you’ve been living in the Midwest all winter or if you’re returning from a southern getaway where temps are much more favorable. Our CEO and Wealth Advisor Kevin Engbers, CFP®, CEPA®, talks …

Driver’s Education and How to Navigate the Road to True Wealth

Life comes at you fast: Kevin Engbers, CFP®, CEPA®, Founder, CEO and Wealth Advisor, recently got the call that his eldest granddaughter is learning to drive. Recalling his own drivers’ education experience with his father, Kevin shares some key lessons that also apply to navigating the cur …

Next Level Retirement Planning

Level up your retirement plans! Watch out webinar: Next Level Retirement with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel, now available on demand.

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Market Commentary: Was Silicon Valley Bank the First Domino to Fall?

Founded in 1983, Silicon Valley Bank’s parent company, SVB Financial, announced on Wednesday it had sold $21 billion in assets to raise cash and was taking a $1.8 billion loss while also trying to raise capital. Due to dwindling deposits and losses in its holdings, the bank was forced to se …

Market Commentary: The Hangover Ends

After the 11th best start to a year for the S&P 500 as of Valentine’s Day, stocks have pulled back during the second part of February in what we would classify as perfectly normal price action. The best three months of the year for stocks are November, December, and January. That means …

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