Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a personal tid-bit or some other surprise. So keep checking in. We’re glad to have you reading along.

October is Cybersecurity Month

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Monday, October 3, 2022

Cybercriminals continue to evolve and find new tactics for their scams, but there are still ways to spot certain scams and cyber-attacks before it’s too late. Educate yourself about avoiding these attacks to stay one step ahead.

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Friday, September 9, 2022

9 Steps to 401(k) SuccessThe 401(k) plan is becoming one of the largest sources of retirement savings for many American workers.

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Monday, July 25, 2022

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...

Searching for the Goldilocks Economy

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Monday, June 27, 2022

The Fed is looking for a Goldilocks moment when its monetary policy is “just right” to create a soft landing for the economy.

Inflation's Overreach

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Monday, May 16, 2022

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range.When inflation is running hot, you can feel its...

Video! 9 IRA Withdrawals that Avoid the 10% Tax Penalty

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Thursday, March 24, 2022

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Tuesday, March 15, 2022

A volatile market can push the most experienced investors into making emotional decisions. However, it’s never a good idea to change your investments simply because of day-to-day volatility.

The Risks of Cryptocurrency

Tuesday, March 1, 2022

It’s natural to be excited about a new opportunity, especially one with as much media buzz as cryptocurrency continues to generate. But before you get started, it's crucial to research and understand the risks. We’re always here to help.

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Thursday, January 6, 2022

Are your children prepared to maintain and enhance the family wealth? You’ve tried to prepare your children intellectually and emotionally, but have you taught them financial responsibility? Financial literacy should start early.

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Thursday, December 9, 2021

So, you’re about to turn 72 years old.... Happy birthday! This marks the time when required minimum distributions – or RMDs – begin to be withdrawn annually from individual retirement accounts and employer sponsored plans.

Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® | Thursday, November 4, 2021

Hello! Having enough money after you retire is a big concern today for Americans. In fact, only roughly one-in-four Americans feel very confident that they will have enough money to live comfortably when they retire, according to a...