Blog Category

Insights

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1

Oct

Celebrating Brad and His Journey of Integrity, Wisdom, and Leadership

We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!

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31

Aug

Congratulations Andreas Shick, CFP®, EA!

Congratulations Andreas Shick, CFP®, EA! He just earned his Enrolled Agent designation.

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12

Nov

The #1 Foundational Skill to Build Wealth

Do you know the #1 foundational skill people need to create wealth? Hint: It isn’t investing.

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1

Oct

“Someone is Attempting to Steal Your Identity”

Don’t be a victim of identity theft. Here are some simple steps you can take to keep criminals frustrated instead of you.

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15

Sep

Congratulations Andreas Shick, CFP®!

Congrats Andreas! Looks like the new guy may work out after all.

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26

Aug

Managing Blessings

It’s amazing what a different perspective can have. Are your blessings sometimes disguised as stressful problems?

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29

May

When Sales Tactics Cross the Line

If you are ever tempted to attend a “free dinner” retirement presentation, we would like to save you the time, stress, and potential financial damage.

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18

Jun

Welcome!

As true fiduciaries, Ken Duetsch II, Steve Schiestel and Brad Fogleman are ready to bring their decades of wealth and investment management experience to help people find a peaceful balance between their personal, work and financial lives.

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30

Dec

How Will The SECURE Act Affect You?

On December 20th, President Trump signed into a law a spending bill that included the Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019. This legislation made a number of changes in the retirement planning arena. Four change that may impact you...

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3

May

Alphabet Soup: Making Sense of Advisor Designations

With the proliferation of designations held by financial advisors, it is important to know which are most indicative of the quality of advice that you deserve.

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23

Jul

“Timeless Wisdom” from Jack Bogle

Jack Bogle wrote in 2006 about 5 aspects of investing that exists even when the markets are uncertain. These words of wisdom are as applicable today as they were back then.

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28

Jul

Meet the Team – Andreas Shick

Andreas Shick recently joined the firm as an advisor. We asked him a few questions for you to get to know him a little better.

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1

Dec

4 Things We Learned in Our First Three Years

Despite having decades of experience in our field, we were surprised at some of the things we discovered.

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14

Dec

A Yuka App for Your Investment Portfolio

Have you heard of the Yuka app that grades your food and cosmetics? It would be nice to have one for our investment portfolios as well as our consumer products!

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8

Jan

A Recession is Coming – 8 Things to do Right Now!

There are many things regarding a potential economic downturn that we can control and others that are outside of our control. Here are eight things that you do have control over.

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1

May

Inflation is Here. Is a Recession Next?

It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

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7

Sep

What is a Fiduciary, and Why is it Important?

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.

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