Tax Loss Harvesting

Tax Loss Harvesting

Investments Tax Planning

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the basics...

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Unemployment & CARES Act

Unemployment & CARES Act

Personal Finance

It is no surprise that COVID-19 has disrupted the work of millions of Americans, whether they be restaurant chefs or waiters, engineers, construction workers, architects, physical therapists, etc. Measures taken to...

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Student Loan Provisions of the CARES Act

Student Loan Provisions of the CARES Act

Personal Finance

Last month, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (known as the CARES Act) to assist with a wide swath of US business and consumer economic support. We’ve written previously about...

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While You Stay at Home, Consider the Cost of Your Loan

While You Stay at Home, Consider the Cost of Your Loan

Personal Finance

As “stay-at-home” orders are extended due to the COVID-19 Pandemic, people all over the globe have changed their spending habits. In times when the ability to spend is restricted, economic activity often slows.

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Making Sense of Everything

Making Sense of Everything

Investments

The last six weeks have seen the economy, markets, and more importantly, our lives, change dramatically with little notice. Uncertainty about the near future has reached historic levels. We’ve seen this before when...

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Community Will Get Us Through

Community Will Get Us Through

Personal Finance

The loss of someone you love is often followed by the five stages of grief: Denial, Anger, Bargaining, Depression, and Acceptance. These stages of grief can also be experienced when losing something you love as...

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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
Passing Time During The Pandemic

Passing Time During The Pandemic

Personal Finance

Confined to their homes (like everyone else), scroll down to learn more about what some members of the PrairieView team have been doing to pass the time during The Pandemic.

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A Summary of the Paycheck Protection Program

A Summary of the Paycheck Protection Program

Personal Finance

Last week our colleagues, Bo and Dan, provided an overview of the CARES Act and the many provisions designed to ease the economic toll faced by individuals and families resulting from COVID-19.

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A Brief Summary of the CARES Act

A Brief Summary of the CARES Act

Personal Finance

The most notable effects of the economic toll of the coronavirus pandemic in recent weeks have been highly visible in investment prices. But, as those impacts have begun to make their way into the broader economy,...

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Markets are Processing Information

Markets are Processing Information

Investments

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...

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What to Make of All the News

What to Make of All the News

Investments

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...

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Bear Market? It’s OK – You’re Prepared!

Bear Market? It’s OK – You’re Prepared!

Investments Audio/Video

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. 

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