Matt Weier, CFA, CFP®

Partner
Senior Wealth Manager
Director of Investments

A Breath of Fresh Air in Current Markets

A Breath of Fresh Air in Current Markets

Investments

After the Great Financial Crisis (GFC) of 2008 and 2009 much was written about how troubling it was that diversification1 no longer worked. This conclusion was drawn since all stocks moved in the same downward...

Read More
Keeping Inflation in Perspective

Keeping Inflation in Perspective

Investments

We hear a lot of questions about inflation lately. It’s understandable. It’s nearly impossible to avoid seeing or hearing mention of it in financial, business, or even popular media these days. Unfortunately,...

Read More
One Thing After Another

One Thing After Another

Investments Audio/Video

Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up.  It was the “Inverted Yield Curve”.  I’ll spare you all the mundane...

Read More
It’s Been a Year

It’s Been a Year

Investments

It's been a year.

As in the figurative sense of, “Wow, it’s been quite a year!”

And, in the literal sense, it has been 365 days* since stock prices reached bottom.  A year since stock prices fell low enough that...

Read More
What to Do with Your Vesting 3M RSUs

What to Do with Your Vesting 3M RSUs

3M

Your 3M RSUs (and Stock Options*) are About to Vest!

You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service...

Read More
2020 Market Review - No One Expected it to Be Like That

2020 Market Review - No One Expected it to Be Like That

Investments Audio/Video

Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...

Read More

7 Questions 3M Employees Need to Answer

For over 20 years, we’ve helped 3M professionals achieve their financial goals.

We start by helping them answer these key questions.
Get the Answers
Are You Making the Most of Your 3M 401k?

Are You Making the Most of Your 3M 401k?

3M

The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...

Read More
How to Optimize Your 3M LTIP

How to Optimize Your 3M LTIP

3M

It’s that time of year again! The time of year when you get to decide the mix between Stock Options and Restricted Stock Units (RSUs) you receive for your Long-Term Incentive Plan (LTIP). While this has been an...

Read More
Post Election Perspective on Markets

Post Election Perspective on Markets

Investments

A lot has happened so far in 2020.  You can say that for every year, but 2020 took it to a new level with the COVID-19 pandemic and associated upheavals to our lives and financial markets.  Add to that a...

Read More
3 Investment Questions You Might Be Wondering and How to (or not) Respond

3 Investment Questions You Might Be Wondering and How to (or not) Respond

Investments Audio/Video

Last weekend I was listening to a podcast where the host was interviewing an investment manager from a large Wall Street investment firm.  The manager was touting the success of his pre-2020 prediction that...

Read More
3 Important Investment Lessons for Today

3 Important Investment Lessons for Today

Investments

You probably don’t need me to remind you that it’s been about six months since the new Covid-sponsored reality has taken hold.  But maybe it is worth pausing to reflect and wonder aloud, “has it really been that...

Read More
How to Be Confident When Markets Can’t Be Explained

How to Be Confident When Markets Can’t Be Explained

Investments Audio/Video

A question we’ve heard from many of you in recent months and weeks generally follows the theme of wondering how or why stock prices have recovered so much and so quickly since March, despite so much uncertainty...

Read More
1 of 3

Get Where You Want To Be

Let our advisors help clarify your current financial situation and give you a plan for working towards your long-term goals.