The Blog

Weekly insights on the markets, economy, and financial planning

What is a CFP® Professional?

Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:

Recent Posts

Bond Markets Are Quietly Pulling Their Weight in 2025

Bond Markets Are Quietly Pulling Their Weight in 2025

December 5, 2025

Your 2025 Year End Tax Planning Checklist

Your 2025 Year End Tax Planning Checklist

December 4, 2025

Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

Monthly Market Update: Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

December 1, 2025

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Mike Minter

Shareholder | Chief Investment Officer