Insights

By Nik Aamlid June 6, 2022 — If you sent me an email at the end of April, you may remember an out of office message that our software kicked out. It read like this:   Thank you for your email! I will be out of the office until May 2nd and will have very …

By Ryan Ovenden, Wealth Advisor   It’s that time of year again. When the snow starts to fall, you can hear the sounds of Christmas carols and jingle bells. Truly, it’s such a joyous time of year. The thought of maxing out your budget around the holidays — definitely not so jolly. It ca …

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.

We have all been there before: frozen almost, staring down the road of a daunting, seemingly impossible task. Voices battle inside us, telling us that the job is too big and maybe we should just forget it.

For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling. On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

Often times we begin a new job with a strong amount of motivation, a bit of nervousness and an excitement that drives us into the office with a smile on our face.