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Unity & Hope

Culture and Values

On Tuesday of this week, there were 30 million posts on Instagram with the hashtag #blackouttuesday, an encouraging display of solidarity in the midst of much division. We’ve also of course witnessed plenty of unrest & turmoil over the past ten days which we know amplified an already challenging and unsettled environment for many of…

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Welcome Rick Lee

Culture and Values

We recently sent a note about embracing innovation highlighting a few of the ways we’re working to get better for clients. It’s a commitment we take seriously and there’s much work to be done to make sure it happens. That’s why we’re excited to welcome the newest member of the Tschetter Group team, Rick Lee.…

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Embracing Innovation

Culture and Values

Last week during Microsoft’s quarterly earnings call, Microsoft CEO Satya Nadella suggested that the world has seen two years’ worth of digital transformation in two months. Tough to know for sure if he’s right, but it rings true. We’ve likely all experienced this acceleration as we try to stay connected to others in new ways with quarantine…

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Resistance and Growth

Optimism | Planning

Good Thursday morning! Another week and much more we could say, but we’re mostly writing to wish you a happy Easter. To say it’s been an eventful past seven weeks would be an understatement to say the least. The pace and scale of global change is unprecedented and the way we’ve felt and experienced it is on…

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Taking CARE(S)

Planning

Happy Friday! Last week’s letter came just before Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The full text  is nice light reading at 335 pages. Not likely many of us have added this to the bedside table yet, but we’re guessing you’ve seen plenty of news and takes on it over the past week. Again, we’re…

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Metabolism and Maslow

Market Content | Planning

Good morning! Last week, dinner tables—this week, metabolism. The broad scientific definition of metabolism is a set of processes within a living organism that occurs in order to sustain life. For us, we usually refer to the word as how our bodies turn food into useful energy and we’ve been stuck on this idea as a helpful analogy to…

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Easing into Tax Season

Planning

Greetings and Happy Tax Season! Maybe not the most fun topic of the year but we wanted to take the opportunity to help you ease into the season by offering a few tips and tax updates you may want to consider. There were several updates to the 2020 Retirement Savings Laws (SECURE Act) that we wanted…

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Bears and Warthogs, Oh My.

Market Content | Planning

Our bodies are a wonder; a delicately balanced mix of interconnected systems that help us navigate the world around us. One example is the stress response system and we thought it might be fun to dive in to see what it can teach us about successful investing. Hang with us, we promise we’ll bring it around. When…

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Optimism

Culture and Values | Optimism

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” -Helen Keller Congratulations, you made the Tschetter Group mailing list! In all seriousness, you’re reading this because we consider you a friend and someone we’d like to help if it’s ever needed. Maybe someday you’ll need a partner to…

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Same Tschetter, new name (and website!)

Culture and Values

Greetings, If you believe it, you can achieve it. That simple yet powerful philosophy to wealth-building has inspired us for decades and gave us the courage to create Tschetter Wealth Advisors almost two years ago. We are humbled by the opportunity to walk alongside our clients as they explore life’s possibilities. Looking ahead, together. Today,…

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