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Generational Wealth

Financial Planning

Generational Wealth: Passing Down Values, Meaning, and Perspective

Gretchen Muller

Gretchen Muller

05/12/26

How to Be an Effective Volunteer

Foster Group

05/07/26

Chart of the Month

Chart of the Month – May 2026

Michael Westphal

Michael Westphal

05/05/26

The Real Benchmark for Your Portfolio: Your Required Rate of Return

Zach Dalluge

Zach Dalluge

04/21/26

To Sleep Perchance to Thrive

Foster Group

04/17/26

Supper Clubs Worth Building a Weekend Around

Foster Group

04/17/26

What the Patchwork of Returns Reveals About Diversification

Ben Berger

Ben Berger, CFP^®

04/14/26

Generosity in Action with Can Play

Foster Group

04/13/26

Gretchen Muller

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Hosted by : Gretchen Muller

04/11/26

What I Learned About Nurturing New Beginnings at Every Stage of Life

Gretchen Muller

Gretchen Muller, MBA

04/10/26

Discovering What’s Next

Kent Kramer

Kent Kramer, CFP^®, AIF^®

04/10/26

Chart of the Month

Chart of the Month – April 2026

Jack Davies

Jack Davies, CFA^®

04/07/26

Kent Kramer

Gretchen Muller

Investing through Uncertainty: A Perspective on the Iran Conflict & Markets | Financial Perspectives

Hosted by : Kent Kramer & Gretchen Muller

03/25/26

From Brackets to Breaks: Is Tax Planning Really Worth the Effort?

Marcus Iwig

Marcus Iwig, CFP^®, CPA, MAcc

03/24/26

Financial Planning

How Thoughtful Tax Planning Could Help You Keep More of What You Earn

Melissa Pflieger

Melissa Pflieger, CFP^®

03/17/26

Gretchen Muller

Kent Kramer

A New Chapter for Financial Perspectives with Gretchen Muller | Financial Perspectives

Hosted by : Gretchen Muller & Kent Kramer

03/17/26

Gretchen Muller

Marcus Iwig

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Hosted by : Gretchen Muller & Marcus Iwig

03/16/26

How to Think About Taxes in Retirement – Beyond Just Paying Less

Andy Mullan

Andy Mullan, CFP^®

03/10/26