2021 PERA update

High inflation is good for the funding status of PERA and bad for retirees.

Is 2022 as bad as 2008?

Things look bad when we are in them, but it takes time to step back and look at our situation with a broader perspective.

How advisors add value

In Vagnuard’s groundbreaking research, they find that an advisor’s true value is from the more boring elements of financial planning. They list the top five quantifiable ways that advisors can save client’s money: Behavioral coaching Encouraging clients to stick with their financial plan (even when the markets can feel scary) saved the clients in the […]