The market is UP – should we sell? The market call we made a year ago has come to fruition in a very […] READ MORE >

Pre-Election Investment Discussions It’s not often that an investment advisor can use the word “guaranteed.”  However, lately it seems that it is guaranteed I will be asked in our client […] READ MORE >

Janet Yellen & the FOMC met on the 14th and 15th and held off on raising interest rates in June. This comes on the heels of a terrilbe jobs report […] READ MORE >

Think you don’t need to include your digital assets in your estate plan, think again! But planning for them will soon be easier in Minnesota! In years past, I have […] READ MORE >

Growth Stocks or Value Stocks? The financial markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has […] READ MORE >

Why you may want to make updating your will a priority So you haven’t had time to get to drafting up that will – no problem, you can do it […] READ MORE >

Over the past year, there has been increasing buzz in the financial industry surrounding new regulations from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the […] READ MORE >

Are you prepared to protect your social security benefits? Congress is killing the File-and-Suspend strategy that allowed couples to boost lifetime Social Security retirement benefits by thousands of dollars.  However, […] READ MORE >

Retirement income from Social Security is a simple process. The government levies taxes on current employees and places the money into the OASDI Trust. Most of the funds are distributed […] READ MORE >