Resources

November 2022 Market Update & Economic Outlook

In this month’s Market Update and Economic Outlook discussion Martin Wildy, CFA, and Ryan Ohlson, MBA, provide their reaction to the Fed’s remarks on the economy and an outlook on the near future. They examine how the Fed is carrying out its rate adjustment strategy and whether inflation has peaked. They also discuss how long ... November 2022 Market Update & Economic Outlook

October 2022 Economic Outlook & Positioning

In this month’s Market Update and Economic Outlook discussion Martin Wildy, CFA, and Ryan Ohlson, MBA, share why we maintain an optimistic outlook despite a down year in the markets. They also touch on re-balancing portfolios, the FED’s relationship with the labor market, the strength of the U.S. dollar and its relationship with inflation, and ... October 2022 Economic Outlook & Positioning

September 2022 Economic Outlook & Positioning

Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss the economic outlook and positioning for September 2022. Martin shares his perspective on the likelihood that The Fed will continue to raise interest rates to combat inflation. They also touch on key economic indicators, the stability of US markets compared to Global markets, the energy crisis, the ... September 2022 Economic Outlook & Positioning

August 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Ryan Ohlson, MBA discuss the economic outlook and positioning for August 2022. After a considerable market rebound in July they discuss the contributing factors, what could derail market progress, the Inflation Reduction Act, the corporate buy back tax, The FED as well as historical precedence for low investor sentiment.

Captive Insurance Companies

Would you like to insure your own risk while keeping the profits that would go to a commercial insurance company? 

Disability Insurance for Medical Residents

One constant piece of advice given to medical residents is “you must get disability insurance as a Resident” but nobody ever articulates WHY it is so important or HOW to make decisions on the myriad options and choices that go along with a policy. 

Fiduciary Standards

A great deal of discussion has taken place around fiduciary duty and the various duties which investment professionals are required to uphold. As an investment advisor, Abundance owes its clients a duty of fiduciary care. Where a conflict of interest exists, we will work to minimize it, and will disclose when conflicts are present.

Lost Loved Ones: Your Roadmap

After the loss of a loved one, balancing emotional stress and well-being with important decision making can seem overwhelming. We are here to help guide you through this transitional process. 

Private Real Estate Investment

Do you know how to invest in real estate individually or participate in real estate investment opportunities? 

Retirement Plans for Small Business

Have you caught yourself asking “what can I do to lower the amount of money that I hand over to the government each year?” There are a number of planning opportunities that exist, but none of which are as attractive as having lower tax rates.