Financial Planning Tips When Good Saving Habits Turn Into Retirement Planning Mistakes The money numbers change the moment you retire. The accumulation habits that built your wealth can actually work against you during distribution. Ready to pivot your mindset?… read more Why We Started This Firm By Josh Wolberg, CFP®, RICP®, MBA A few years ago, I spent six months researching a tent. My wife, Amy, and I wanted a good family camping tent, and for some reason I became completely obsessed with finding the right…… read more March 2026 Market Update Market Update for March 2026. How artificial intelligence and current geopolitical shocks effect the market. The importance of diversification…. read more 2025 Spring Market Update In the first quarter US Stocks were down while International Stocks and Global Real Estate were up. In the Bond market it was the opposite, where US Bonds were up and International Bonds were down for the first quarter. When…… read more February 2025 Market Update Markets around the world were volatile in the fourth quarter of 2024. While US Stocks and Global Bonds were up in the fourth quarter, International Stocks, Global Real Estate and US Bonds were all down in the fourth quarter of…… read more May 2024 Market Update Stocks did well around the world with US Stocks being up over 10% and International Stocks being up over 2% to almost 6%. Inflation stayed persistent, which led to higher interest rates, which hurts both Real Estate, as well as…… read more January 2024 Market Update 2023 started rather flat, but that really turned around in the fourth quarter as stocks and bonds, both in the US and around the world, gained between 5-15%…. read more April 2023 Market Update So, in the first nine months (the first three quarters of 2022) stock markets were down more than 20%, bond markets were down more than 10%, but really since then it’s been a completely different story. In the fourth quarter…… read more November 2022 Market Update In the third quarter trends continued – U.S and non-US stocks, and bonds all went down in the third quarter as they did in Q1 and Q2. Stocks were down more than bonds. If we zoom out a little bit…… read more May 2022 Market Update In the first quarter markets across the board – stocks, bonds, real estate, US and non-US are kind of down across the board, mid-single digits and that’s continued in April and the first part of May. It’s quite unusual for…… read more Announcing Great River Financial Hello, this is Josh Wolberg and I’m happy to announce a new brand, Great River Financial. As many of you know we’ve been providing investment management and financial planning services through Resources Investment Advisors, our back office located in the…… read more Overview of Great River Financial An overview of Great River Financial…. read more Retirement Income Planning Retirement planning is more than money; it’s the peace of mind to enjoy retirement…. read more Value of an Advisor and Pricing is hiring a financial advisor worth it?… read more Investment Management Philosophy Our investment management philosophy…. read more I have no special talents; I am only passionately curious. – Albert Einstein
