One Thing After Another

One Thing After Another

Investments

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...

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An Introduction to Pre-Tax vs. Roth Savings

An Introduction to Pre-Tax vs. Roth Savings

Personal Finance Investments

In 1997, as part of the Taxpayer Relief Act, Delaware senator, William Roth, helped establish the Roth account. In the <25 years since its creation, it has become widespread.

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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...

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

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

Investments

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...

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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...

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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

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...

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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
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...

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Is It International’s Time to Shine?

Is It International’s Time to Shine?

Investments

January 2020

Flash back to January 2020. The U.S. economy was booming. Unemployment stood at 3.6%. The stock market was on a record 10 year run in which the S&P 500 had outperformed its international developed...

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How to Be Confident When Markets Can’t Be Explained

How to Be Confident When Markets Can’t Be Explained

Investments

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...

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Inflation Part 2: Investing for an Inflationary Environment

Inflation Part 2: Investing for an Inflationary Environment

Investments

I recently dedicated a whole piece to why the recent “money printing” to stimulate the economy is unlikely to lead to run-away inflation.  So, why am I following it up with a piece about how to invest for an...

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Inflation Part 1: Will “Money Printing” Cause Inflation?

Inflation Part 1: Will “Money Printing” Cause Inflation?

Investments

Depending on the day lately, you might see a study or expert cite one of two points. Either inflation is a thing of the past, or all this “money printing” is setting us up for higher inflation in the future. ...

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Dollar Cost Averaging Your Way to Success

Dollar Cost Averaging Your Way to Success

Personal Finance Investments

A Note from PrairieView: Dan Weiss, the author of this post, recently completed his Master’s in Financial Planning from Golden Gate University. Upon graduation, he was named the Outstanding Student Award winner...

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