49 North Advisors

07/04/2026

04/15/2026

Caught this on GMA this morning.

The Theodore Roosevelt Presidential Library opens this summer in Medora, ND—built in the Badlands that helped shape his leadership.

A good reminder that place matters. Sometimes the environments that challenge us most are the ones that define us.

Pretty cool moment for North Dakota. Worth a watch.

03/31/2026

We're excited to announce that 49° North Advisors &Partners is growing! 🎉

Two expectational team members Phil Gilbert and Mallory Zacharias are joining our team, and we couldn't be more proud to welcome them. To our clients? Your relationship with us remains exactly the same. More experience, more capacity, the same practice you trust. Thank you for making this growth possible.

03/03/2026

Last week marked one year since we launched 49 North Advisors & Partners.

Starting something new is never done alone. We are deeply grateful to the clients who placed their trust in us and chose to move forward alongside our team. That trust continues to drive everything we do.

In our first year, our partnership with &Partners has strengthened our ability to deliver a more holistic, strategic, and high-touch advisory experience. The transition exceeded our expectations, and we’re just getting started!

As we move into 2026, we remain focused on thoughtful growth, continued innovation, and one guiding question: Does this meaningfully improve the lives of the families we serve?

Thank you to our clients, partners, and team for an incredible first year.

12/25/2025

Wishing you a Merry Christmas and a Happy Holiday season! 🎄✨

12/18/2025

&Partners first-half 2026 Market Outlook is out now, and it’s worth the read.

Our first half 2026 market outlook explores the risks posed by elevated valuations and concentrated AI leadership — and outlines practical steps investors can take to help build more resilient portfolios.

11/27/2025

Grateful today and every day. Happy Thanksgiving from all of us at 49 North Advisors!

11/26/2025

The IRS has released the updated 2026 IRA and retirement plan contribution limits, and several increases may positively impact savers, high-earners, and business owners.

Key highlights include:
✔️ Higher traditional & Roth IRA contribution limits
✔️ Increased income thresholds for IRA deductibility and Roth eligibility
✔️ Boosted 401(k), 403(b), 457(b), SIMPLE IRA, and SIMPLE 401(k) contribution limits
✔️ Updated catch-up and “super” catch-up provisions

Some key limits for retirement account savers are higher in 2026.

11/24/2025

As 2025 wraps up, now is the time to make year-end tax moves, especially with major changes from the One Big Beautiful Bill Act (OBBBA). From expanded deductions to new rules for overtime, seniors, and charitable giving, proactive planning can help you take full advantage of this year’s opportunities. Partnering with a trusted advisor can ensure you’re prepared for 2025 and beyond.

The window of opportunity for many tax-saving moves closes on December 31.

11/19/2025

This article from The Wall Street Journal shares four helpful questions to consider when deciding whether it might be time to work with a financial adviser. The right guidance can provide clarity, confidence, and a solid plan for the road ahead. If you’ve been wondering whether expert advice could make a difference, this is worth a read!

Life milestones like marriage or retirement can create financial complexities that even do-it-yourself investors need assistance on