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At Tschetter Group, our mission is to give people optimism about life and money. As we’ve pressed into this mission, we’ve learned one of the most important components of inspiring optimism is to give people confidence in every financial decision they make. As the world evolves around us and we continue to get inundated with…

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Culture and Values | Market Content | Optimism

“To be a consistent winner means preparing not just one day, one month, or even one year – but for a lifetime.” -Bill Rodgers, Four-time winner of the Boston Marathon As I begin writing this, waves of runners are launching headlong into a rain-soaked beast of a marathon course in Boston.  From its first running…

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Congratulations to Nathan!

Culture and Values | Optimism

We are so proud to announce that Nathan Mumford has completed the rigorous three year process of earning his Chartered Financial Analyst® (CFA) designation.   Nathan’s dedication and commitment to his craft earning this prestigious designation is truly commendable. The CFA designation is widely recognized as the gold standard for investment professionals globally, and it…

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Silicon Valley Bank

Market Content | Optimism

Good morning!  Many of you likely saw news over the weekend around the failure of Silicon Valley Bank (SVB).  This is a good example of when the media noise gets turned up loud and we must keep cool-headed in our assessment and response.  First and foremost, we want you to rest assured that we have…

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What Matters Most

Culture and Values | Market Content | Optimism | Planning

“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

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New Secure Act 2.0, how may it affect you?


Greetings and Happy New Year! With more than 100 individual provisions aimed at modernizing the U.S. retirement planning system, SECURE 2.0 has been approved by congress and we at Tschetter Group have highlighted several key changes that may be of interest below: Changes to Required Minimum Distributions (RMDs) One major change within the legislation is the extension…

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End of Year Planning Updates

Optimism | Planning

Season’s Greetings!   It’s hard to believe that we are heading into the last couple of months of the year. We want to make you aware of a few year-end deadlines for 2022 so that we can help you accomplish any remaining financial goals in a timely manner. Looking ahead to 2023, we also highlighted some…

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