Q4 2024 Newsletter
Rates & Reindeer Like Santa and his reindeer on their annual Christmas Eve journey, the US stock market soared to lofty heights in 2024. [...]
Market Updates – November 2024
Stocks Rally in November November was a strong month for equities, as investors poured into U.S. stocks following Donald Trump’s election victory early in [...]
SECURE 2.0’s 529-to-Roth Rollover
Navigating SECURE 2.0’s New 529-to-Roth Rollover Opportunity SECURE 2.0 was signed into law as part of the Consolidated Appropriations Act, 2023. Section 126 [...]
Market Updates – October 2024
Stocks Slide in October It was a disappointing month for stocks in October as a late-month sell-off caused all three major U.S. indices to [...]
Common RMD Errors
Avoiding Common Errors Surrounding RMDs When it comes to their retirement accounts, many investors often fail to think about required minimum distributions (RMDs). That [...]
Market Updates – September 2024
Stocks Rally in September Stocks continued their recent rally in September, with all three major U.S. indices up for the month and quarter. The [...]
Q3 2024 Newsletter
Elections & Markets The third quarter of 2024 brought positive news for investors as all major stock and bond market indexes rose. As [...]
Prioritizing Financial Goals
How to Prioritize Financial Goals as Your Life Becomes More Complex Some people are savers, some are spenders, some live carefully within [...]
Market Updates – August 2024
Solid Month for Stocks August was an encouraging month for stocks, as markets ended the month in positive territory despite a brief sell-off at [...]
MN New Business Retirement Plan Law
Understanding Minnesota's New Business Retirement Plan Law Minnesota has introduced a new law to help more workers save for retirement. Here's a breakdown [...]