We’re excited to share a team update and celebrate Kelli Porter, Ailyn Castillo, and Eli Gripp as they step into new roles at Tschetter Group. Kelli will be joining our leadership team in the newly created role of Director of Planning & Service. In her five-plus years with Tschetter Group, Kelli has been instrumental in…

The stock market, as represented by the S&P 500, began 2025 on a positive note advancing nearly 5% through mid-February and hitting an all-time high of 6,147.  The market then proceeded to enter correction territory (defined as a 10% decline from the most recent peak) through March 13th.  We recognize this downturn caught many off…

2025 Tax Season Updates & Key Deadlines As we bid farewell to January, we hope your month was filled with positivity, productivity, and perhaps a few moments of well-deserved relaxation. As part of our commitment to proactive service, we want to provide you with important updates on the timeline for tax documents, retirement contribution deadlines,…

  “Creativity is intelligence having fun.” – Albert Einstein   As we close 2024 and look ahead to this new year, our team is immensely grateful for your trust and engagement in this partnership journey as we work to cultivate and fulfill your unique intentions for wealth. Thank you.   We’re also happy to report…

2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…