I began last week’s post asking that you reach out with any questions or if you want to talk, because conversations are what get us through difficult times. We’ve spoken with many of you since then and I speak for...

A quick note before I get into the main topic today

I usually wrap up these posts by asking that you reach out if you have any questions or want to talk. Today I want to lead with that. We’ve heard from many of you...

As market volatility and uncertainty have continued since our post two weeks ago, we wanted to follow up with some additional thoughts on the topic of being prepared for stock price declines. 

By now you may have seen headlines chronicling what has become the biggest weekly decline in stocks since 2008 or the largest two-day decline since 2011. To be sure, it’s never enjoyable to see stock prices fall....

As a financial planner, family and friends love to pick my brain about financial topics. A trip home for the holiday season provides no better opportunity for loved ones to inquire about their retirement accounts...

The Best Performing Stocks of the Millennium!

By now I’m sure you’ve heard many recaps of the last year and decade and predictions for the new year and decade. Yes, this is another one. Stick with me. It will be...

With December being the most charitable month of the year, we thought it timely to dive into the topic of charitable giving before the holidays sweep us all away!

It seems like every day we’re told about something new that should matter to us.  We’re told that these things are unique to our times, deserving of our precious time and attention, and require action.

“How much cash should I have in savings?”

This question surfaces quite frequently when we meet with our clients. Some of them ask this question with $100 in their bank savings account while others ask this with...

Welcome to the halfway point of 2019! If you’re anything like me you might be wondering how the last six months seemed to fly by so quickly. It seems like only last week when we were watching New Year’s fireworks...

Planning for college isn’t usually the first thing on the mind of a new parent. Adjusting to your “new normal” seems to take almost as long as preparing for the baby to come, and finding a balance between family,...

Those of us in Minnesota heard much about the “Snowiest February Ever!” (for those of you not in Minnesota, please take our word that it snowed a lot), but here’s a headline that you might have missed: The first...