Insights from Team Cahill

Tax Credits, Money Saved, and Zero-to-60: Let’s Talk About Electric Vehicles

By James W. Bryan, November 10, 2021

The world's growing desire for environmentally-friendly modes of transportation has given rise to the support for electric vehicles. What are some of the financial aspects of electric vehicle ownership that you should consider before making the switch?

Welcome Andy Tate, Ben Setterlund and Scot Bolland

By Jeff Ohe, November 20, 2020

Andy Tate and Ben Setterlund have joined our firm as Principal Advisors and Certified Financial Planner™, and Scot Bolland has joined our firm as their team Practice Coordinator.

Top 5 Financial Planning Challenges Facing Corporate Executives

By Scott Oeth, November 18, 2020

Corporate executives are some of the most successful, intelligent, and goal-oriented people in today’s business world. When looking at their personal finances, however, deciphering options and making decisions about financial issues can still cause headaches.

Planning Year-End Charitable Giving? Consider Communities of Color and Our Essential Workers

By James W. Bryan, November 10, 2020

Give to the Max Day 2020 is quickly approaching, and the events of this year have revealed countless outreach programs that can help provide relief to our local, national and global communities. Essential workers and victims of the coronavirus pandemic are among some of the many that you can help support.

Behavioral Finance: Taming the Animal Spirits

By Scott Oeth, August 12, 2020

“Most, probably, of our decisions to do something positive, the full consequences of which will be drawn out over many days to come, can only be taken as the result of animal spirits—a spontaneous urge to action rather than inaction, and not as the outcome of a weighted average of quantitative benefits multiplied by quantitative probabilities. ” — John M. Keynes, The General Theory of Employment, Interest and Money

How Safe is the "4% Safe Withdrawal Rule"?

By Scott Oeth, January 30, 2020

You've spent much of your lifetime saving for retirement, planning for the opportunities you'll have in your free time. Now that you're there, if you simply live by the 4% Withdrawal Rule, nothing can go wrong. Right? Let's take a deep dive into this deceptively appealing simplicity.

The GI Bill of Rights: From America’s Greatest Generation to Gen Z

By James W. Bryan, October 15, 2019

President Franklin D Roosevelt signed a bill into action in 1944 to supplement the economy of that time -a time very different from our current reality. Perhaps this monumental event in America's history will effect the way your children fund their secondary education opportunities. How does this apply to you?

Theory vs. Reality: The Retirement Planning Bucket Strategy

By Scott Oeth, July 24, 2019

"There’s a hole in my bucket, dear Liza, dear Liza…” It is a long-standing and popular retirement planning strategy, but what does it really mean to use the bucket strategy? Consider the origin of the concept and the reality of how to curb life's natural ebbs and flows with a bucket or two.

Community Investment Program: Continuing our Community Participation at Cahill

By Paige Chaussee, June 04, 2019

At Cahill, we believe that it starts with one person’s passion and a team’s spark for action. Cahill Financial Advisor’s Community Investment Program continued with a winter activity. Team Cahill celebrated its true Minnesotan roots by braving the winter weather in March for the Minneapolis Polar Plunge, to support Special Olympics of Minnesota. We have so much to share from this experience.

The Benefits of Asset Allocation

By Jeff Ohe, January 22, 2019

Creating an asset allocation plan, and sticking to it, can be challenging, but it can help you avoid making rash decisions with your investments in response to the natural ups and downs of the market.


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