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Creating True Wealth in the New Year

At the dawn of a new season, creating change is often top of mind. The idea of progress ignites a fire within us that…

Timeless Holiday Wines For Now and Into the New Year

The crisp mornings and cool evenings set the stage for the dawning of the holiday season. While exceptional wines deserve to be enjoyed throughout…

Tax Changes and Key Amounts for the 2022 Tax Year

Even though tax filing season is still months away, this is actually a great time of year to start thinking about next year’s return….

Establish Your Charitable Giving Structure

As we head into a season that is typically full of charitable fundraisers and philanthropic events, you may be thinking about establishing your charitable…

An Introduction to Bond Ladders

Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with…

We’re Not Already In A Recession

Real GDP declined at a 1.5% annual rate in the first quarter and, as of Friday, the Atlanta Fed’s “GDP Now” model projects zero…

Bart Zandbergen Celebrates 30 Year Anniversary in Wealth Management

Milestones have a way of triggering us into reflection. For me, 2022 marks 30 years in which I have invested my life into a…

Lessons from the FIRE Movement

The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can…

Get a Jump Start on Your 2022 Taxes

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start…

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