OwnPath Wealth Advisors

06/01/2026

Congratulations to the parents, grandparents, sisters, brothers and friends of a recent or upcoming graduate!

Becoming an empty nester…

This one hits different.

Sawyer is heading to South Dakota State University to play D1 football for the Jacks, and I couldn’t be more proud. Watching him chase this opportunity, put in the work, and earn it—it’s everything you hope for as a parent.

But if I’m being honest… it’s also a little heavy.

There’s something about each kid leaving the house that you’re never quite ready for. No matter how much you prepare yourself, a piece of your heart walks out the door with them every single time.

At the same time, I keep reminding myself:

An empty nest doesn’t mean they’re gone. It means they’re growing.

They don’t need you any less…
they just need you differently.

And that’s a shift. One I’m learning to embrace.

I look at all three of our kids, and I feel an unbelievable sense of gratitude. They’re stepping into the world prepared, confident, and ready to take it on. That’s the goal, right? Not to keep them close forever—but to help them become who they’re meant to be.

Now, for the first time in a long time, life shifts a bit for me too.

Less juggling schedules.
Less chaos at home.
More space.

More time to focus on my work leading OwnPath, more time to keep chasing the life I’ve always told my clients to build, and more time to be intentional about what’s next.

Because at the end of the day, I believe this more than ever:

“Get busy livin’ or get busy dying.”

This next chapter just looks a little different—and I’m ready for it.

Proud dad. Full heart.
Let’s go, Jacks. 🟡🔵 #42

Please share your empty nest or off to college stories, words of wisdom or tricks and tips for those of us entering this new chapter.

05/15/2026

One of the greatest responsibilities I have as your financial advisor is ensuring that our team possesses the depth of expertise, discipline, and grit required to navigate today’s complex financial landscape. With that in mind, I am incredibly proud to introduce our newest financial advisor, Kamanda Ndama. Kamanda is stepping up to the role of Financial Advisor at OwnPath Wealth Advisors after 5 years as a paraplanner on our team. When you get to know Kamanda, it doesn’t take long to realize he brings a rare combination of real-world discipline and high-level institutional expertise to our practice.

AN UNCONVENTIONAL JOURNEY OF SERVICE AND DISCIPLINE
Originally coming to the United States from Liberia, Kamanda’s path to citizenship went through the U.S. Army, where he served with distinction in the Infantry. That background in the National Guard instills a level of focus, ex*****on, and calm under pressure that you simply cannot teach in a classroom.

DEEP INSTITUTIONAL EXPERTISE IN PORTFOLIO MANAGEMENT
On the professional side, Kamanda spent the formative years of his career in the corporate ranks at Ameriprise, working directly within active portfolios and specialty trading. If you want to talk about the mechanics of the market, there are few people more qualified. His true expertise lies in portfolio construction, management, and advanced trading strategies. He understands the nuts and bolts of how portfolios are built and managed to withstand volatile markets.

GROUNDED IN FAMILY AND COMMUNITY
Outside of the office, Kamanda is a dedicated family man, a Hoosier native, and a proud father of three young kids (ages 2 months, 5, and 10). When he isn't managing portfolios or chasing his kids around, you can usually find him practicing MMA or rooting hard for the Pittsburgh Steelers.
Kamanda’s background in active portfolio management, combined with the discipline of a military veteran, makes him an incredible asset to our firm and, most importantly, to your financial future.

We are thrilled to have him take on this role, and help provide the exceptional support our clients deserve. Our firm is experiencing exponential growth thanks to the dedicated service and knowledge of team members like Kamanda!

05/01/2026

May is a great reminder that progress happens with consistent care—just like planting today for results tomorrow.

Whether it’s your finances, your health, or your goals, small, intentional steps now can make a meaningful difference over time.

What’s one area you’re focused on strengthening this month?

03/06/2026

At Ameriprise, we know that the habits you build today—financial and personal—create the foundation for the future you want. National Nutrition Month is a great reminder that small, healthy choices can have a big impact over time.

Simple ways to support long term wellness:
• Prep a few healthy meals or snacks each week
• Stay consistent with hydration and daily movement
• Build routines that make healthy choices easier

Just like disciplined financial planning, these habits compound—helping you stay energized, confident, and ready to enjoy the retirement lifestyle you’re working toward.

02/18/2026

As we get closer to the tax filing deadline, I wanted to share a quick note and some helpful context. Taxes have been around far longer than the modern systems we use today—long before software, paperwork, or even established currencies. In earlier times, people often paid taxes with grain, livestock, or other goods. As communities expanded and economies became more complex, taxes helped build roads, protect towns, and support the services society relied on. Here in the U.S., the income tax system we recognize today took shape in the early 1900s and has continued to evolve along with the financial world. I like sharing this perspective because it’s a good reminder that taxes have always played an essential role in keeping communities functioning and preparing for the future.

From a financial planning standpoint, we are continuously monitoring changes to the financial landscape, looking for strategies that to minimize taxes in not only the current year, but future years. We are happy to coordinate directly with your tax advisor to ensure the strategies we’re recommending align with your overall tax plan. Our goal, through a coordinated effort, is to help guide decisions today that may position you well for the future.

https://hearsay.social/46aIelM

02/17/2026

As we get closer to the tax filing deadline, I wanted to share a quick note and some helpful context. Taxes have been around far longer than the modern systems we use today—long before software, paperwork, or even established currencies. In earlier times, people often paid taxes with grain, livestock, or other goods. As communities expanded and economies became more complex, taxes helped build roads, protect towns, and support the services society relied on. Here in the U.S., the income tax system we recognize today took shape in the early 1900s and has continued to evolve along with the financial world. I like sharing this perspective because it’s a good reminder that taxes have always played an essential role in keeping communities functioning and preparing for the future.

From a financial planning standpoint, we are continuously monitoring changes to the financial landscape, looking for strategies that to minimize taxes in not only the current year, but future years. We are happy to coordinate directly with your tax advisor to ensure the strategies we’re recommending align with your overall tax plan. Our promise to you is that through a coordinated effort, we will continue to do our best to make sure that the decisions being made today, will put you in the best position in the future.

https://bit.ly/46ai8zb

02/04/2026

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there.

We want to extend our sincere congratulations to all of our clients who achieved their goals in 2025. Seeing people reach meaningful milestones they’ve worked so hard for is truly the most rewarding part of what we do—it’s what gives our work purpose.

This year was extra special—2025 marked the most retirements in OwnPath’s 28-year history! That’s something we’re incredibly proud of and worth celebrating. Congratulations to each of you who reached this exciting chapter — We’re honored to walk alongside you and be part of your journey.

What goals are driving you today?

01/28/2026

Join us in celebrating our team, OwnPath Wealth Advisors, that has been named to the 2026 Forbes Best-in-State Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with more confidence, is remarkable. We’re so grateful to work with our clients every day.

Grow your financial confidence with the help of OwnPath Wealth Advisors. Learn how our team operates as part of the community in Maple Grove, MN

01/15/2026

Start the New Year Organized - Tips for Decluttering Your Financial Documents

Happy New Year! I hope you had a wonderful holiday season and are ready for a successful year ahead.

The start of a new year is the perfect time to get organized—especially when it comes to your financial documents. Staying on top of your paperwork not only reduces stress but also ensures you’re prepared for important decisions and opportunities throughout the year.

To help you get started, I’ve attached a guide from Hartford Funds that covers:
• How to declutter outdated documents
• What to keep and what to shred
• Tips for starting and staying organized

Taking a few steps now can make a big difference in your financial confidence and peace of mind. If you have any questions or would like to review your financial plan together, please don’t hesitate to reach out.

I’ve considered hosting an event for clients where they can bring their documents to be shredded and help with overall decluttering. If I put this together, would you find it useful? I know many of you live hundreds and maybe thousands of miles away but of course if you wanted to make the journey we would welcome you!

Wishing you a prosperous and organized 2026!

Matt Kassera, CFP®️, APMA®️, Financial Advisor, OwnPath Wealth Advisors

01/01/2026

As we turn the page on a new year, it’s a natural time to reflect, reset, and refocus. New Year’s resolutions often center around health, career growth, or personal development—but one area that deserves just as much intention is your financial life.

Financial resolutions aren’t about perfection or drastic change. They’re about clarity and direction. Whether it’s building an emergency fund, reducing debt, increasing retirement contributions, or finally creating a plan, small, consistent steps can lead to meaningful long-term impact.

The start of the year offers something powerful: momentum. Setting clear financial goals now helps align your daily decisions with where you want to be—not just at the end of this year, but years down the road. A thoughtful financial plan can provide confidence, reduce stress, and create flexibility as life evolves.

As a financial advisor, I’ve seen firsthand how intentional planning transforms uncertainty into opportunity. If your New Year’s resolution includes taking control of your finances, now is the perfect time to start the conversation.

Here’s to a year of purpose, progress, and financial clarity.

--Matthew M. Borchert, CFP®️, CRPC™️, Private Wealth Advisor