Wealth Management Insights & Trends

October 29, 2025

Retirement Meditation #49: Should my retirement plan have an oversight committee?

Just over ten years ago, I met with a CPA who specialized in audits of nearly 200 retirement plans…

October 27, 2025

Markets in a Minute - Another AI Chip

Author: Zac Martin, Investment AssociateWeeks Ending October 24th – Another AI Chip Consumer…

October 20, 2025

Markets in a Minute - Cockroaches

Weeks Ending October 10th & 17th; As the Government remains in shutdown, Wall Street picks up the slack with Q3 earnings.

October 14, 2025

Fall 2025 Investor Letter: A.I., Jobs, and the Fed

The dog days of summer for 2025 saw a continuation of the market’s rally off the April lows, following the volatility brought on by the tariff announcement or…

October 13, 2025

Five Habits That Keep Your Business Strong for Generations

By Rachele Wolf, CPFA^™, and Greg Hoernschemeyer, CLU^®This article was developed in conversation…

October 9, 2025

Retirement Meditation #48: Who is an Appointed Fiduciary?

“Marty” is a new member of his company’s retirement plan committee. While he’s generally familiar…

October 6, 2025

Markets in a Minute - When September Ends

Week Ending October 3rd; No need to sleep through this September as equity markets climbed to new highs.

October 6, 2025

The Overlooked Role of Life Insurance in Wealth and Business Planning

By Gregory L. Hoernschemeyer, CLU^® | Senior Vice President, Registered Representative, HORAN…

September 30, 2025

All the Focus is on A.I.

For those invested in the stock market and listening to the daily news, it is hard not to hear the discussion about Artificial Intelligence (A.I.) A.I. seems…