Here’s What We Think

Now is a good time to revisit some basics of personal financial planning... Let's dive in!

Ryan will look at a Bear Market example and provide a little insight into the various strategies that can be explored to navigate these conditions.

Many investment strategies are based on a model for financial markets called Modern Portfolio theory. The idea is that market participants are rational actors who operate within a particular framework. The last few decades have seen a new theory emerge, one built on behavioral finance. Let us look at each!

There are a lot of seemingly small, trivial steps you can take to prevent some family friction when discussing beneficiaries...

To answer that question, let’s begin with a common question we hear from people, “How do I compare to others in my preparedness for retirement?"... Let's dive a little deeper...

There are plenty of books written about investing which range from an introduction to concepts all the way to teaching you how to analyze patterns in stock charts. So, where do you begin? Here are 3 book recommendations from the advisors at Callesen Wealth Management.