Logan Mohring, MBA - Financial Director & Wealth Management Advisor

07/03/2025

11/21/2024

Her little hand in mine and my whole world is held! 🌎❤️

06/11/2024

Your opinions about the strength of the job market may come down to which employment report you read. Chief Investment Officer Brent Schutte looks at the discrepancies between two leading reports and weighs in on how the disconnect in reports complicates the Fed’s decision on rates.

Is the job market red hot or showing signs of cooling? Last week’s employment data suggests both. In this week’s Market Commentary, we look at why getting an accurate read on the employment picture may be a challenge for the Fed.

06/10/2024

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

06/05/2024

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6183eFJ55

06/05/2024

Learn more about this tool for securing your financial future—it’s not just for the rich.

A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.

06/04/2024

The latest data shows the disinflationary process is progressing at a snail’s pace. Chief Investment Officer Brent Schutte looks at why the modest improvement in prices pressures is unlikely to satisfy the Federal Reserve.

The latest inflation data showed gradual improvement. We look at why the pace of disinflation is still a concern.

05/30/2024

The latest economic data cast further doubt on the timing of potential rate cuts. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at why investors may be underestimating the chance of a bumpy road ahead for the economy.

Are investors overestimating the likelihood of a soft landing? We look at challenges that remain for the economy and Federal Reserve.