Market Updates – December 2025
December was a mixed month for markets due to a late month sell-off. Despite the volatility to end the period, 2025 was still a [...]
Q4 2025 Newsletter
Open Again! 2025 caps off another strong year for investors. After a steady and consistent market rise beginning in April, the fourth quarter [...]
Charitable Bequest Planning
Guide to Planning a Charitable Bequest A charitable bequest is a beneficiary designation or a provision in a will or trust that allows [...]
Market Updates – November 2025
November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest [...]
Managing Health Care Costs in Retirement
For many retirees and those approaching retirement, health care is one of the biggest financial concerns. Medicare offers a valuable foundation, but it doesn’t [...]
Market Updates – October 2025
Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Falling short-term interest rates and stronger-than-expected earnings growth supported the [...]
2025 Year-End Financial Planning Checklist
As we approach the end of 2025, it’s time to take a good look at your finances and plan for the year ahead. Think [...]
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, [...]