Written by Kelly S. Olson Pedersen, CFP®, CDFA Trying to understand Medicare can be confusing and overwhelming. We have some resources to help make it a little easier to understand. […] READ MORE >

Written by Kelly S. Olson Pedersen, CFP®, CDFA Thinking things through to get a sense of direction Consulting an estate planning attorney can be an eerie feeling; after all, you […] READ MORE >

Written by Kelly S. Olson Pedersen, CFP®, CDFA A tip for all of our clients Clients may be reviewing quarterly performance reports sent to you electronically this month. While the […] READ MORE >

Written by Kelly S. Olson Pedersen, CFP®, CDFA  Why you may want to consider having both Many people think a trust is something for rich people only.  While the word […] READ MORE >

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. In the Twin Cities, 2,304 wealth managers […] READ MORE >

Fresh Starts As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! Going into the end of the year we made a huge […] READ MORE >

                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 >