Resources
It’s been said that knowledge is power. Our goal is to equip you with empowering resources as we work together.
Abundance TV

May 2023 Market Update & Economic Outlook
In the May 2023 edition of the Market Update and Economic Outlook, Derek Varner, CFA, and Ryan Ohlson, MBA, unpack the recent phenomenon of the S&P 500 being propelled by just a handful of major players. Then, with an eye toward the future, they delve into the potential impact of the Fed’s recent actions on ... May 2023 Market Update & Economic Outlook

April 2023 Market Outlook & Economic Update
In the April 2023 edition of the Market Update and Economic Outlook, Martin Wildy, CFA, and Ryan Ohlson, MBA, break down the recent actions of the Fed as they address the economy, inflation, and the banking crisis. Martin summarizes what has transpired over the last month in the banking industry, including the collapse of SVB. ... April 2023 Market Outlook & Economic Update

March 2023 Market Update & Economic Outlook
In the March 2023 edition of the Market Update and Economic Outlook, Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss whether the economy could avoid a recession as the Fed continues to increase its benchmark interest rate. They discuss the recent manufacturing and service purchasing managers index reports (PMI) and share their key takeaway from ... March 2023 Market Update & Economic Outlook
Market Intelligence
Library Selections

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.