News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

March 03, 2026

Recent Update Photo

Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

February 02, 2026

Recent Update Photo

How You Can Leave More to Your Heirs, Minimize Taxes

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

January 02, 2026

Recent Update Photo

Seize Opportunities to Maximize Your Retirement Savings

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

Research Photo

Partners In Wealth

Clients sleep well with their assets under the watchful eye of Nehrbas Wealth Management

Research Photo

Something's Not Working and That's OK!

“It's tough to make predictions, especially about the future.” – Yogi Berra

Research Photo

January Investment Perspectives

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.