Strategic Financial Concepts

01/21/2026

01/21/2026

Our new office in Eden Prairie,MN is getting closer to completion!

01/21/2026

Our Christmas party at the COV in Edina in December.

08/22/2025

Our team at the LPL Focus Conference in San Diego 2 weeks ago.
Great conference!

10/29/2024

Our group in Washington DC for our annual conference last month

07/20/2024

07/17/2024

Summer fun on a hot day Lawn Bowling at Britt’s in downtown Minneapolis 6/13/24

07/17/2024

Team outing at Target Field on 6/18/24 to watch our Twins take on the Rays.

02/28/2024

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

02/21/2024

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

02/14/2024

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

02/09/2024

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1