Government Shutdown Nov 2025
The Government Shutdown: What It Means for You As of midnight Tuesday, October 7th, the U.S. government shut down after lawmakers were unable [...]
Q3 2025 Newsletter
Surprisingly Hot Just like our recent weather in Minnesota, capital markets have been surprisingly hot. The volatility experienced earlier in the year remained [...]
Navigating the Financial Side of Divorce
Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial life, you’re suddenly faced with untangling everything, [...]
Market Updates – September 2025
Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and [...]
Market Updates – August 2025
August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. Investor optimism was fueled by [...]
Importance of Financial Literacy for Kids
Picture this scenario: Your 10-year-old receives $20 for their birthday and asks, “Can we go to the store so I can buy a new [...]
Market Updates – July 2025
July brought continued gains for U.S. stocks, driven by strong corporate earnings and easing trade tensions. While international markets and bonds showed mixed results, [...]
How to Start a College Fund Early
Every parent wants to give their child the best possible future, and for many families, that includes higher education. But with tuition costs continuing [...]
One Big Beautiful Bill Act: Tax Summary
The One Big Beautiful Bill Act: Summary of Relevant Tax Changes The “One Big Beautiful Bill Act” (OBBBA) was signed into law by [...]
Market Updates – June 2025
Beyond the Headlines: Markets Stay Strong to Close Out the Quarter June was another good month for investors, continuing the upward trend that began [...]