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Welcome to The Boh Heppe Beat—our monthly newsletter designed to deliver thoughtful insights and meaningful guidance you can use. Each month, we curate timely market perspective, wealth‑planning considerations, and firm updates with one goal in mind: providing clarity and value without the noise. Quality over quantity—delivered consistently, once a month.

Friday, April 10, 2026

Welcome to the debut of The Boh Heppe Beat. This month we cover market trends, alignment risk in wealth planning, thoughtful uses of AI, and upcoming firm events—all in a new monthly format focused on substance.

Friday, March 6, 2026

For those of us who’ve lived through past geopolitical events, we know they can feel unsettling. But it’s important to remember that well diversified portfolios are designed to anticipate and withstand periods of uncertainty.

Friday, February 20, 2026

Today we wanted to highlight a few market patterns, especially with a midterm election approaching.

Friday, February 6, 2026

This isn’t always the flashiest part of portfolio discussions, but with recent interest rate cuts and a new Fed chair nomination, it’s a good moment to revisit how we think about bonds and fixed income overall.

Friday, January 23, 2026

Experts Unplugged: What You MissedKelly: Hello everyone, and welcome to this week’s Biweekly. I’m Kelly Heppe, joined as always by Tom and Alex.We kicked off our Experts Unplugged series with Max Mann from Specialized Asset Management....

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Friday, January 9, 2026

Keeping investments aligned with your goals. We start with smart asset allocation, balancing cash, bonds, and stocks. For bonds, we’re selective about type, duration, and position on the yield curve.

Friday, December 19, 2025

Looking ahead to 2026 and thinking about the major investment themes that could shape the year. As you know, we manage risk by working with portfolio managers who bring different perspectives while staying disciplined

Friday, December 5, 2025

Officials remain divided on whether to cut rates again this month. Some aim to keep inflation in check, while others are concerned about a softening job market after unemployment ticked up to 4.4% in September. Odds of a rate cut are high

Friday, November 21, 2025

If we could choose a theme for 2025, it would be gratitude and artificial intelligence. AI has dominated conversations everywhere—from our portfolio managers to Baird’s CEO. We’re grateful to witness this transformative

Friday, November 7, 2025

First, thank you for your continued support and patience. Our Boh Heppe Team was out of the office for a team retreat—a valuable opportunity to step back, reflect, and plan strategically for the remainder of 2025 and into 2026.

Friday, October 24, 2025

With Halloween and Day of the Dead just around the corner, let’s kick things off with a little seasonal flair: Double, double toil and trouble; fire burn and cauldron bubble.

Friday, October 10, 2025

Recently, we discussed stock market bubbles—a speculative phase many of us remember from the early 2000s. The article linked here , published by First Trust, offers a thoughtful perspective on how history often rhymes

Friday, September 26, 2025

Bullish Markets and Bright Nights Welcome to our bi-weekly commentary. I'm joined by my partners, Kelly and Alex. Let’s start with the markets. Both stock and bond markets are performing well at the moment. Our colleagues at Riverfron

Friday, September 12, 2025

Jobs, Rates & Resilience Kelly: Hello, everyone. Welcome to this week’s biweekly update. I'm joined today by Alex Phillips. Here's what we're watching: Markets are entering September with a mix of caution and optimism. The latest labor...

Friday, August 29, 2025

Back to School! Alex: Hello everyone and thank you for joining us for our bi-weekly commentary. As always, I'm joined by my partners, Tom Boh and Kelly Heppe. With back-to-school season upon us, we thought it would be a great time to...

Friday, August 15, 2025

Markets: Moody but Profitable Kelly: Hello, everyone, and welcome to this week’s biweekly market update. I’m Kelly Heppe, joined as always by my partner Tom Boh. Let’s dive into what we’re seeing in the markets. Challenging headlines...

Friday, August 1, 2025

Exciting News Kelly: Hello everyone, and welcome to this week’s biweekly update. I’m Kelly Heppe, and I’m joined by Tom Boh and Alex Phillips. We have some exciting news—our newest team member, Ashley Leibfried, has joined us! Stay...

Friday, July 18, 2025

Trades & Tides Alex: Hello everyone and thank you for joining us for this edition of our bi-weekly commentary. I'm here with my partner, Tom Boh. Kelly is out this week but sends her best from Hawaii 🌺. Looking ahead to September,...

Wednesday, July 2, 2025

Who is Zeebee Boh? Alex: Welcome, everyone, and thank you for joining us for our bi-weekly commentary. I’m here with my partners, Tom Boh and Kelly Heppe. First, what a ride Q2 has been! Despite significant global and domestic events,...

Wednesday, June 18, 2025

The Fed, Geopolitics & Taxes Kelly: Hello everyone, and welcome to this week’s bi-weekly. I’m Kelly Heppe, and I’m joined by my partners, Tom and Alex. First, we want to wish a belated Happy Father’s Day to all the dads and...

Friday, June 6, 2025

Tax Planning - The Why and How Kelly:Hello everyone, and welcome to this week’s biweekly update.I’m Kelly Heppe, joined by Alex Phillips. We’re excited to be with you today following last week’s special edition of Experts Unplugged,...

Friday, May 23, 2025

Click the link below to view this week's Biweekly Commentary from the Boh Heppe Group.

Friday, May 9, 2025

Click the link below to view this week's Biweekly Commentary from the Boh Heppe Group.

Friday, April 25, 2025

Click the link below to view this week's Biweekly Commentary from the Boh Heppe Group.

Friday, April 11, 2025

Tarrifying Market? Kelly: It’s been a tariffying week for the markets, and we wanted to share our perspective on what’s happening-- and how we’re approaching it. First and foremost, this past week serves as a powerful reminder of an...

Friday, March 28, 2025

Please click the link below to view the full Biweekly Commentary from 3/28/25...

Friday, March 14, 2025

Please click the article below to view the Biweekly Commentary from the Boh Heppe Group.

Friday, February 28, 2025

Click below to view the full video and transcript from last week's Biweekly Commentary from the Boh Heppe Group:

Friday, February 14, 2025

Please click the link below to view the full Biweekly post.

Friday, January 31, 2025

The market has continued its upward momentum from 2024, though we remain watchful for an overdue pullback... Click the link below to read the full article:

Friday, January 17, 2025

Tax Time & 2024Q4 Earnings Season... Click below to read the full post.

Friday, January 3, 2025

As we step into the new year, we’re closely monitoring the economy and market trends...Click below to read the full post

Friday, December 20, 2024

"This week, the Fed lowered interest rates by 25bps…and boy, did the stock market throw a tantrum!" Click the link below to read the full article...