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...

After examining Amazon’s rocky past and recent meteoric rise, let’s take a look at a very different case study; the story of GE. For years, General Electric was the gold standard of blue chip stocks; strong...

I’d like to tell you about a hot new investment that has made some people very rich in recent years. In the past nine years, it has lost at least 25% of its value of total of seven separate times, then rocketed...

4th Quarter and Full Year 2018 Market Summary

A long time ago, someone, somewhere bestowed upon stock investors that a Bear Market shall be defined as a 20% decline from the most recent market peak. Oh, and by the...