Insights
Latest Insights and Financial Updates

Market Update – September 2026
Despite another month of concerning headlines regarding the war in the Middle East and renewed focus on U.S. government debt as it surpassed $40 trillion, stocks rallied across the board. With a modest increase in oil prices, the energy sector led the market higher, aided by a rally in technology stocks. Read more.

Does Nebraska Tax Social Security? What Retirees Need to Know
Nebraska no longer taxes Social Security benefits at the state level. Learn what the exemption means for retirees and how it could impact your retirement income and tax strategy.

Market Update – August 2026
The lack of progress in negotiations to end the war in the Middle East and a return to military action led to a 21 percent rise in oil prices and a mixed month for stocks. Much of the weakness was concentrated in several high-flying artificial intelligence beneficiaries focused on semiconductors and memory. However, underlying trends in the market remained positive.

NIL Income Financial Planning for Student-Athletes
NIL income counts as 1099 self-employment income. Learn how student-athletes can manage NIL taxes, protect earnings, and build long-term wealth.

Market Update – July 2026
Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500 and Nasdaq turned in their strongest quarters since the second quarter of 2020. Throughout the quarter, the U.S. and Iran moved slowly toward the signing of a Memorandum of Understanding (MOU) to potentially end the war in the Middle East. As a result, the benchmark U.S. crude price declined more than 30 percent.

The Financial Documents Every Family Should Have (But Most Don’t)
Most families are missing at least one critical financial document, and they don’t realize it until it’s too late. The good news? A little planning today can save your loved ones from unnecessary stress, confusion, and costly mistakes in the future.

Market Update – June 2026
Markets wrapped up May on a strong note, extending the rally that began after the March sell-off. While ongoing geopolitical risks continue to exist, hopes for a negotiated end to the Middle East conflict and strong corporate earnings buoyed investor sentiment.

3 Questions to Ask Your Financial Planner
Wondering what questions you should ask your financial planner? Learn the top 3 questions to ask during financial planning meetings, why quarterly reviews matter, and how ongoing conversations can help keep your financial goals on track through every stage of life.

Market Update – May 2026
Markets rallied notably in April, largely offsetting the declines they experienced in March. Solid fundamentals and improving investor sentiment helped drive an impressive rebound for markets during the month despite continued geopolitical risks.

Market Update – April 2026
Markets dropped in March as rising concerns about the ongoing hostilities in the Middle East weighed on investors. Rising energy prices and interest rates during the month challenged bond returns, and both domestic and foreign stocks ended the quarter in the red.