Thomas M Hallberg LLC

Thomas M Hallberg LLC My name is Tom Hallberg. I am the owner of a Minnesota Registered Investment Advisory firm doing business as WEALTH TRANSITIONS.

I hold an Accredited Asset Management Specialist designation from the College of Financial Planning, and I love Jesus Christ.

12/24/2024

Advisory services are offered through Wealth Transitions, an Investment Advisor in the state of Minnesota. "Likes" should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state laws and may not reflect the experience of all Clients of the advosor.

10/05/2024

Term of the Day: Irrevocable Trust

An Irrevocable Trust is a trust that cannot be altered or canceled by the grantor at any time.

10/04/2024

Word of the Day: Discretion

Discretion is the authority given to someone other than the account's beneficial owner to make investment decisions for the account.

10/03/2024

Term of the Day: Stop Loss Order

A Stop Loss Order is a trade or trade order given to a broker to buy or sell a stock when it reaches a specific price. It helps investors limit their losses and lock in profits with a pre-determined exit price.

10/02/2024

Term of the Day: Trauma of Omission

When we were born, we relied on others to help us meet our needs. However, none of us got what we needed exactly when we needed it while growing up didn't we? These unmet needs are Traumas of Omission.

10/01/2024

Word of the Day: Greed

Greed is excessive or rapacious desire, especially for wealth or possessions.

09/30/2024

Term of the Day: Human Dignity

Human Dignity is the right of a person to be valued and respected for their own sake. In this context, it is of significance in morality, ethics, law, and politics.

09/28/2024

Term of the Day: Money Script

A Money Script is a helpful tool used by financial counselors, coaches, and others in the field of psychology to identify learned patterns of fiscal behavior that drive the spending and saving decisions their clients make.

09/27/2024

Term of the Day: Financial Coach

A Financial Coach is someone who helps clients to restructure and reduce debt, reduce spending, develop saving habits, and develop fiscal discipline.

09/26/2024

Term of the Day: Investment Advisor

An Investment Advisor is any person who for compensation is in the business offering investment advice on securities.

09/25/2024

Term of the Day: Junk Bond

A Junk Bond is a debt security of lower-than-investment grade offering higher yields with greater risk.

Address

Forest Lake, MN
55025

Telephone

+16512692596

Website

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