Retire with Julie - Planning Team Financial Advisors

Retire with Julie - Planning Team Financial Advisors I put my financial experience to help people manage their wealth. But this isn't only about money ... it's about you, your life, and what you want out of it.

I thoroughly enjoy working with people to assess their situation and help them plan a strategy for their finances. Travel? Financial security? A new business venture? Money is just the means to make your goals become a reality. I aim to help you maximize your wealth so that you can spend your time on the important things in life. My Service Proposition:
* I make recommendations based on your objec

tives, not mine.
* I promise prompt and accurate execution of all trades, orders and applications.
* I will promptly return all phone calls and written correspondence within 1 business day. If it requires urgency, as in the example of a trade that needs to be completed, your request becomes my first priority.
* I feel very strongly about the importance of periodic reviews of your investments.
* I will make sure that the decisions we make today make sense for your future goals. Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Planningteam Financial Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/07/2026
S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling
08/27/2026

S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling

This week on LPL Market Signals, LPL Head of Macro Strategy Kristian Kerr sits down with LPL Chief Technical Strategist Adam Turnquist for a cross-asset tour of today's most important market trends.

08/25/2026

I am sorry I will not be available in my Center Office today, August 25th. For immediate assistance, please call my Bismarck Office at 701-255-6832. Thank you!

Earnings Offer a Solid Foundation for Stocks in the Second Half
08/03/2026

Earnings Offer a Solid Foundation for Stocks in the Second Half

This week's Weekly Market Commentary discusses how the S&P 500 finished a volatile July slightly lower while maintaining solid year-to-date gains, as key second-half themes including geopolitical tensions, energy supply concerns, and mixed investor sentiment around AI-driven earnings quickly came in...

Weekly Market Commentary: Keep Calm and Clip Coupons
07/13/2026

Weekly Market Commentary: Keep Calm and Clip Coupons

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

See the attached for our Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks
07/07/2026

See the attached for our Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks

The first half of 2026 was marked by significant market challenges, including a leadership change at the Federal Reserve, geopolitical tensions in the Middle East, and a surge in technology spending, yet stocks, economic growth, and corporate earnings remained remarkably resilient. Looking ahead, LP...

Has Stock Market Exuberance Become Irrational?
07/01/2026

Has Stock Market Exuberance Become Irrational?

This week’s Weekly Market Commentary discusses the strong second-quarter rally, highlighted by the S&P 500 gaining 12.6% and both the Nasdaq-100 and Russell 2000 rising over 20%, as equities trended steadily higher. It also examines whether recent momentum and major events like SpaceX’s IPO sign...

06/23/2026

I apologize, but I will be unable to visit my Center location today, Tuesday, June 23rd. For immediate assistance, please contact my Bismarck office at 701-255-6832.

06/19/2026

In observance of the Juneteenth Federal Holiday, Planning Team offices will be closed today, as will the stock and bond markets.

Address

Bismarck, ND

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17012556832

Website

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