Blog (14)

by Rena Striegel President Transition Point Business Advisors | June 28, 2021

Succession planning is often delayed or derailed due to dysfunction in the family. When a group...

by Jerin Young CFP® CKA® Senior Associate Financial Planner | June 28, 2021

The not-so-typical workday...that’s one thing that led me to a career choice in financial planning....

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | June 16, 2021

What goes on behind the scenes to manage the investment portfolios of our clients? Join me for an...

Market Update: June 4, 2021

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | June 4, 2021

The stock market had one of its more volatile months of the year in May, but continued its bullish...

by Larry Fowler Founder of the Legacy Coalition | May 22, 2021

The Amazing Potential of a Grandparent In America, the grandparent role is hugely overlooked and...

Market Update: May 7, 2021

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | May 6, 2021

The “bull” stock market rally continued in April with the S&P 500 index climbing another 5%. That...

by Lance Gunkel CFP® CFA Managing Director | April 6, 2021

As a kid growing up in Bismarck, my brother Jason (our Chief Investment Officer) and I were able to...

by Julie Summa Former Director of Marketing & Communications | March 31, 2021

My husband and I have had the privilege of knowing Johnne for over 20 years, including an...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 14, 2021

The NCAA Men’s Basketball Tournament rolls around each year, the culmination of an entire season of...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | March 13, 2021

The third round of stimulus since the start of the pandemic was signed into law on Thursday, March...

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