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Blog

Merriam-Webster defines a blog as "a website that contains online personal reflections, comments, and often hyperlinks, videos, and photographs provided."  All members of our team are encouraged to blog if they want to share something as we believe not only is our team interesting and diverse, but also the synergy of our thoughts, experiences, and thirst for knowledge enhance our clients' experience and expand our view of the world.  

Wednesday, March 6, 2024

Six strategies to facilitate an important - though potentially uncomfortable -  conversation around inheriting wealth. Melanie Schmieding, Director of Baird Family Wealth shares important insights regarding wealth transfer.

Tuesday, January 30, 2024

Nobody likes tax season - OK, let's just go ahead and say that everyone dreads tax season. But there are some simple steps you can take to reduce the headaches, and to make things easier on your CPA. As we approach Apri 15th, here are...

Tuesday, September 26, 2023

I find myself busier than usual this Fall, due in part to the fact that I have started a master's program at Kansas State University.  I am pursuing a Master's in Personal Financial Planning, along with a Financial Therapy...

Monday, June 5, 2023

I recently had the opportunity to speak at a Mensa gathering on the topic of why smart people don't always make the best financial decisions.  The event was Dr. Seuss themed, and this quote from his famous book "Oh, the Places...

Tuesday, May 2, 2023

I am a student of mental toughness.  I have had many "formal" engagements with coaches throughout my career and always suggest that to others struggling with or simply just meandering through life. 

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Thursday, April 6, 2023

Never a fun topic to discuss - estate panning is a critical part of financial planning.

Tuesday, February 7, 2023

Working with professionals from multiple generations allows us to ensure that generational family values don’t fall through the cracks.

Thursday, April 28, 2022

A little over a year ago, I introduced many of my female clients, colleagues, and friends to the “Fearless Girl.” We shared it on International Women’s Day 2021 to reinforce our conversation about women and investing...

Friday, February 4, 2022

I’ve been reading (and enjoying) a number of 2022 “outlook” articles, market-related and otherwise. We recently hosted a Market Outlook call for our clients, complete with UberEats gift cards for attendees to enjoy...

Tuesday, September 14, 2021

You may not feel like it is possible to keep up with the Kardashians or the “Joneses,” but let me tell you about the Wagners.Many of you know Mike Wagner, PWM Financial Planner with The Hock Group. Well, Mike is a...

Saturday, July 17, 2021

Does being a farm girl really make me a better financial advisor?I recently started using the phrase, “from farm girl to financial advisor” to portray an authentic picture of who I am and how I approach my profession as a...

Wednesday, May 12, 2021

The "Zoom Guy" admits to having "Zoom fatigue."COVID pets adopted as support during quarantine are being returned to shelters across the country.The downside of working from home is that I live at the office.Our dog has more Instagram...

Friday, March 12, 2021

I have collected many things throughout my life thus far.When I was much younger, I collected horse sculptures and figurines. I have a few Frederick Remington bronze sculptures (from my dad), the Lenox International Horse Sculpture...

Saturday, January 23, 2021

“Did reading glasses …meet your expectations?” Amazon tells me my opinion matters. In my opinion, your opinion matters too!Yes, I admit to buying reading glasses. Multiple reading glasses in multiple colors! Do I wear...

Tuesday, January 5, 2021

First and foremost, Happy New Year to you and everyone around you! We believe the term “2020 Hindsight” has just taken on a new meaning. While it was an extraordinary year, hopefully upon reflection it was also insightful....

Tuesday, September 22, 2020

I have always had a soft heart for animals, particularly dogs. Joan Jett was actually my 10th dog. I can't even begin to express how I feel about her death. The role she played in our lives was undeniable, and we are sad, shocked, and...

Friday, July 3, 2020

Throughout every volatile market cycle, we receive calls from clients about their portfolios. We have found most often when someone asks us about how their portfolio is doing, most of the time what they are really asking is, "Am I...

Thursday, April 16, 2020

RE-RUNS, REPLAYS and RETIREMENT. Do they have anything to do with each other? OR, are we just fans of alliteration?One thing I will remember about the COVID-19 pandemic is that in the middle of it, one of the great comedies of the last...

Thursday, April 9, 2020

IS THERE ANYBODY OUT THERE? … I have probably just confirmed that I (Lana) am an "on the cusp" GenXer by sharing the words of the great 80s band Pink Floyd. You may also think that I must be in a really “dark” place,...

Wednesday, April 1, 2020

FINDING PEACE OF MIND … amid all the stories, statistics, rumors, and gossip is not always easy. We are not suggesting that we have the solution, but we do know we all “control” our own thoughts.The key is to find...

Thursday, March 26, 2020

As if we didn’t have enough on our plates already … here’s a list of OTHER THINGS TO THINK ABOUT.Cyber Security – We are all learning to do more things remotely. We are trying to stay connected to family,...

Thursday, March 19, 2020

KEEP BREATHING … We are going to keep breathing and keep communicating as long as we feel it is necessary to help you through this.While every single stock market crash is different in its nature and its cause, one thing that is...

Friday, March 13, 2020

TAKE A DEEP BREATH… In a day and a week like this, it’s difficult to keep your wits about you. However, a couple counterpoints to keep everyone from completely losing their mind:Near-term market sentiment is reaching...

Thursday, February 28, 2019

I was on a flight this morning from San Diego to Phoenix - on my favorite airline #LUV. First, I love the new format of the magazine (perhaps it's not that new; I haven't thumbed through it in awhile.) There was a statistic in the...