Dean Johns, CPA, CFP® discusses a few ways to efficiently make year-end charitable contributions. See the video here, or visit our YouTube channel for more video content [...]

October Market Commentary (This commentary was written prior to the November 3rd elections) October 2020 lived up to its history of being the most volatile month of the year for stocks. [...]

September Market Commentary There was very little to cheer about in September, as stocks posted moderate losses after a strong rally in the stock market since the March 2020 lows. Admittedly, [...]

Welcome Larry Langefels! Welcome Larry Langefels to the 9258 Wealth Management family! Larry will serve the company as Chief Financial Officer. He will be an immense help as the firm continues [...]

August Market Commentary Stocks posted strong gains in August with U.S. large company growth stocks leading the way. In addition, large company U.S. and International stocks posted robust gains. On the other [...]