Coty Shean, Financial Advisor

Coty Shean, Financial Advisor My mission is to help busy professionals and business owners organize their financial plans and help plan for the future.

Here’s a helpful list to help you get a jump on making the most of your money so you can achieve what goals that are imp...
01/22/2025

Here’s a helpful list to help you get a jump on making the most of your money so you can achieve what goals that are important to you.

Our financial checklist can help you get a jump on making the most of your money in the year ahead.

Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to contin...
01/22/2025

Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to continue to play an outsized role in market performance in the months ahead.

What should be made of the market’s reaction to better-than-expected inflation data?

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If y...
01/16/2025

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

There are limits to how much you can contribute to your 401(k) each year.

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and w...
01/14/2025

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Distortions in the economy are driving unbalanced returns in the market. But can it continue?

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investm...
01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

 Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

Chief Investment Officer Brent Schutte discusses the unresolved questions that are likely to shape the economy and marke...
01/07/2025

Chief Investment Officer Brent Schutte discusses the unresolved questions that are likely to shape the economy and markets in 2025.

Here’s our look at some of the things that are likely to shape the economy and markets in the months ahead.

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numb...
01/06/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of mo...
12/24/2024

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of more balance.

The Fed slashed in half its forecast for rate cuts last week. What will it mean for the economy going forward?

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect...
12/17/2024

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.

Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how i...
12/16/2024

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.

Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.

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