by Lucas Bucl | May 26, 2022 | Featured, Investments
Stock and bond markets have been volatile recently. Since early April, stock prices have steadily moved lower in response to a changing and uncertain investment environment. Over the last several days we have seen large swings both up and down. This is...
by Jamie Bosse | Apr 26, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
by Lucas Bucl | Apr 22, 2022 | Featured
Inflation is running hot. The costs of many things we buy, from gas and groceries to vehicles, have shot up as we transition out of the pandemic. The most recent Consumer Price Index (CPI) report from Bureau of Labor Statistics showed inflation was 7.9% over the prior...
by Jessi Chadd | Apr 5, 2022 | Featured, Financial Planning, Retirement Planning
At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term and also long-term goals like retirement. Annual funding of an Individual Retirement Account (IRA), a ROTH IRA, and/or a...
by Jamie Bosse | Mar 1, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Why Hire a Financial Planner? To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, pets, friends, community, finances, in addition to your personal...
by Joni Lindquist | Feb 17, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
The Great Job Reshuffle What was once coined the “Great Resignation”, now appears to be more of a job re-shuffle, as people move to different jobs or careers. The pandemic has caused people to re-think what they want from work. Are you one of the people contemplating...
by Jessi Chadd | Feb 3, 2022 | Featured
Earlier this year, we started a dialogue around the concept of Next Normal. This was a response to the ever-present term New Normal. What we have found in our work with clients, who are amid a big life change, is there comes a point where the client desires normal....
by Jessi Chadd | Jan 20, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
by Lucas Bucl | Jan 12, 2022 | Featured, Financial Planning, Investments, Life Planning, Life Transitions
More investors want to put their money where their values are Aspyre Wealth Partners® Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Up To Date on December 20, 2021 “People increasingly want to consider environmental, social, and governance (ESG)...
by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
