rebalancing your portfolio


Have you rebalanced your portfolio yet? Having a portfolio rebalancing strategy provides protection, so it will not deviate more than a predetermined amount from the targeted asset allocation.




Rules on inheriting an IRA

So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance:




what is bitcoin and Cryptocurrencies


There has been a lot of hype about cryptocurrency and bitcoin. But how much do you know about it? Jason Eliason breaks down bitcoin and what you need to know:




How to avoid stock market volatility


Do you experience emotional pain and anxiety during market volatility? Of course you do. Here’s how to ease the pain.





how to eliminate biases in your investments


Having a disciplined process that reduces biases is essential for achieving long-term investment results.





investment report of 2018 quarter three


Quarter three recently came to an end. Our chief investment officer talks about how the markets reacted throughout the quarter.