Insights

Commercial Insights

The Automation Advantage: Why You Should Automate Your Accounts Payable Process and the Steps for Getting Started

by Nick Witthuhn

Business Guidance

Investment Process: Going Beyond the Regulations in Retirement Plan Strategy

by Ron Lehmann

Business Guidance

Fee structure: Going beyond the regulations in retirement plan strategy

by Ron Lehmann

Investment Commentary

January 12, 2024

How the Sausage is Made

by Kyle Tripp

Financial Planning Insights

Getting Ready for Tax Time

Business Guidance

Plan Design: Going Beyond the Regulations in Retirement Plan Strategy

by Ron Lehmann

Business Guidance

Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy

by Ron Lehmann

Business Guidance

End of Year Financial Considerations

Your Financial Life

Financial Planning for the “Sandwich” Generation

by Kyle A. George

Buying or Building a Home

Building a House? Three Questions to Ask Lenders About Construction Loans.

by Andy Dongarra