What matters most to your family, matters most to ours

The best things in life are the things that endure:
families, friends and financial independence.

What matters most to your family, matters most to ours

Matt Wigren bio image
Matthew B. Wigren, CFP®, CIMA®
Investment Adviser Representative, Financial Advisor Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP®, CDFA™
Investment Adviser Representative Financial Advisor
Carol Klatt bio image
Carol M. Klatt
Operations Manager Investment Adviser Representative

A knowledgeable team, an enduring legacy.

We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.

What matters most to your family, matters most to ours

Latest News

Spend your retirement thriving

Spend your retirement thriving

How to make your retirement rewarding and meaningful.
Retirement & Longevity
Favorable current strategy - yield and duration

Favorable current strategy - yield and duration

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Growth in real money supply is what is important for taming inflation, and for the Fed

Growth in real money supply is what is important for taming inflation, and for the Fed

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market and economic dynamics to keep an eye on

Market and economic dynamics to keep an eye on

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly market guide

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
When markets are down, what should you do about RMDs?

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity
Fed raises interest rates with a 25 basis point increase

Fed raises interest rates with a 25 basis point increase

Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing
Start the conversation about quiet quitting

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Incremental progress emerging in the banking sector fallout

Incremental progress emerging in the banking sector fallout

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Economy & Policy
Are you protected from market mayhem?

Are you protected from market mayhem?

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Why you should maintain a long-term view amid bank headlines

Why you should maintain a long-term view amid bank headlines

CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing
How will recent news impact interest rates’ trajectory?

How will recent news impact interest rates’ trajectory?

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

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