Greetings from Omaha, NE, As we head into the final stretch of the year, many of you are juggling full clinic schedules, family activities, and holiday plans—all while trying to make thoughtful decisions about savings, taxes, and the future. We’re grateful to be in your corner during a season that’s both busy and meaningful. Coming …
Greetings from Mint Hill! The start of November ushers in a number of exciting changes: broken hearts for many college football fans (Mizzou fan here), the beginning of the holiday season, and pesky open enrollment. While you’re reviewing your open enrollment packet, please remember to send a PDF copy to your advisor. This helps ensure …
Greetings from Omaha! Anyone else ready for fall? After an unseasonably warm September in the Midwest our family is ready for fewer mosquitos and a little less humidity outside. At least we have this little guy to keep us entertained! As for this month’s articles, we focus on tax strategies, the rise of concierge medicine, …
Around here, now that the school year is underway, the house has reset—earlier alarms, carpool waves, and a calendar finally finding its rhythm. We hope the season is easing in gently for you as well. A quick reminder as the month gets going: on October 1, Charles Schwab will run its annual billing for accounts …
Hello from Mint Hill, North Carolina, August is here, and with it comes the quiet transition between summer’s long days and the structure that fall brings. Whether you’re squeezing in a final summer getaway or simply counting down the days until the school year begins, now is a great time to take a step back, …
Greetings from Mint Hill, NC! Summer is well underway, and in the Beldner home we enjoy a slower pace to our mornings, a few family trips, and playing outside until well after dinnertime. Something about summer ignites a sense of adventure, and my hope is that you have gotten to enjoy a sense of adventure …
Hello from Omaha, School’s out, routines are shifting, and we hope you’re finding a chance to unwind, recharge, or enjoy some well-earned vacation time. As always, we’ve pulled together a few articles we think you’ll enjoy—covering everything from summer reading picks and the rising cost of used cars to the surprising economics of mocktails and …
Hello from Omaha, Tax season is behind us (collective sigh of relief), and just in time for the final sprint of spring sports and end-of-school activities. The markets continue to be volatile, but this is precisely what our portfolios are designed for—to be resilient in choppy waters and to mitigate losses in times of uncertainty. …
Hello from Omaha, Nebraska, Tariffs aren’t exactly dinner table conversation—but with the latest round of sweeping changes, they just might become one. From price hikes on everyday goods to global market uncertainty, the new tariff policy is stirring up plenty of questions about what comes next. This month, we’re zeroing in on the broader implications …
Hello from Mint Hill, North Carolina, March brings the first signs of spring and a fresh start for the months ahead. Whether you’re tackling new financial goals or just looking forward to longer, sunnier days, it’s a great time to reset and refocus. This month, we’re sharing articles on key financial topics, including strategies to …
