Blog

Rich Stoeckel | Sep. 29, 2026

Mortgage Rates, Home Prices and Investing: What 7% Rates Mean

Mortgage rates have climbed back to around 7%, bringing renewed attention to the housing market and the broader impact of…

Tyler Rudek | Sep. 22, 2026

Making Sense of the Fed’s Latest Rate Decision

The Federal Reserve’s latest interest rate hike reflects ongoing inflation pressures and changing economic conditions. Tyler Rudek, Chief Investment Officer…

Tyler Rudek | Sep. 14, 2026

Why Diversification Matters as Markets Shift

Market leadership does not remain constant. As economic conditions, valuations and investor expectations change, different areas of the market can…

Greg Carlson | Sep. 3, 2026

Divorce and Your Tax Return: What the Settlement May Not Resolve

A divorce settlement can divide every major asset and still leave many tax questions unanswered. The underlying mistake is treating…

Greg Carlson | Sep. 1, 2026

IRS Raises the Standard Mileage Rates for the Second Half of 2026

If you use your vehicle for business, medical care, or certain qualifying moves, the standard mileage rate increased on July…

Chris Wittich | Aug. 24, 2026

Trump Accounts and Gift Tax: IRS Safe Harbor Explained

The IRS issued Revenue Procedure 2026-25 providing a gift tax safe harbor for certain Trump account contributions. Learn the requirements…

Tyler Rudek | Aug. 12, 2026

Should Elections Change Your Investment Strategy?

Election season can create uncertainty for investors. Explore what history tells us about elections, market performance and staying focused on…

Tyler Rudek | Aug. 5, 2026

July 2026 Market Update: AI, Oil Prices, Interest Rates & Staying Invested Through Uncertainty

Explore the July 2026 Market Overview covering AI investment trends, energy prices, interest rates, and why diversification remains essential for…

Tyler Rudek | Jul. 28, 2026

What Higher Real Yields Mean for Long-Term Investors

Learn how higher real yields, interest rates, and Federal Reserve policy are impacting investors and why diversification remains important in…

Rich Stoeckel | Jul. 21, 2026

AI Investing Beyond the Magnificent 7: Why Diversification Matters

Artificial intelligence is one of the most significant investment themes of our time, but the opportunity extends well beyond a…

Nick Creamer | Jul. 20, 2026

Minnesota 2025 Tax Return Changes: Retroactive Updates from the 2026 Tax Bill

The Minnesota Department of Revenue finalized its 2025 income tax forms this week, a good moment to flag something that…

Tyler Rudek | Jul. 8, 2026

Mid-Year Market Outlook 2026: 5 Charts Every Investor Should Watch

Discover five key charts shaping the investment landscape in the second half of 2026. Learn what they reveal about the…