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Financial Planning During COVID-19

April 18, 2020

The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, Kelly Olson Pedersen, was […] READ MORE >

How Investors Can Respond To Covid-19

March 16, 2020

Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. What can investors do to protect […] READ MORE >

Coronavirus and the Stock Markets

March 13, 2020

Executive Summary (details following): The Coronavirus has halted consumers as large events are being canceled, people are staying home from social functions and sick days are being used. The S&P […] READ MORE >

Secure Act Summary

January 2, 2020

By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen retirement security across […] READ MORE >