The COVID-19 pandemic is affecting virtually everyone in our society, and our hearts go out to all who have suffered first-hand or through friends and family. As a former practicing physician, I cannot help focusing on the plight of our healthcare workers – including nurses, aides, support staff, Read more…
Choose to Be an Optimist
We are facing risks unlike any we’ve dealt with in our lifetimes. Being told you’re in danger triggers all your evolutionary defense mechanisms intended to keep you safe. Unfortunately, none of these instinctive reactions are useful in the arena of long-term investing. Read more…
The Ultimate Checklist to Improving Your Finances — and Your Mental Well-Being
Financial health is so intimately connected to mental well-being. This checklist can show you how to get a hold of your finances and, in turn, lessen your stress. Read more…
How FinTech is Shaping the Future of Wealth Management
The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Read more…
How the SECURE Act Impacts Your Financial and Estate Planning
After a bumpy road for the new retirement bill in Congress, the SECURE Act came into effect on Jan. 1. Also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Read more…
Business Insider: Questions to Find Out if Your Advisor Has Your Best Interest at Heart
Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity speak to Eric Roberge of Business Insider. Sara shared her insights on the conflict that exists for a client when their advisor is getting paid a commission. An excerpt can be found below, click the link below to Read more…
Employee Benefits: What Are They and Why Should You Care?
When I accepted my first full time job which I would start after graduating from college, I was excited about having a job I knew I could build into a career. I was looking forward to moving to a city and being an “adult”, but I also had to think of the practical side of living on my own and being Read more…
Planning for Long-Term Care
My Grandma Eloise was one of the most spirited and energetic people I’ve ever known. She was fully herself all throughout her 9th decade – still helping my own mother and her other children regularly, in church every Sunday, cleaning her own home, driving. Unfortunately, in her early 90s she Read more…
Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"
Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. Read more…
Market Predictions vs. Expectations
For many of us summer brings a nostalgia of memories from years past and a longing to create new memories of summer with loved ones. In case you’ve been busy all year or just haven’t paid attention to the headlines, here are some of the most surprising events from the year compared to their Read more…
