Lundeen Abrams Advisors

Lundeen Abrams Advisors A Legacy of Trust. Please see website for disclosures. Lundeen Abrams Advisors (“RIA Firm”) is a registered investment adviser located in Minnetonka, MN.

Lundeen Abrams Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lundeen Abrams Advisors' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly,

the publication of Lundeen Abrams Advisors' web site on the Internet should not be construed by any consumer and/or prospective client as Lundeen Abrams Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lundeen Abrams Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lundeen Abrams Advisors, please contact the state securities regulators for those states in which Lundeen Abrams Advisors maintains a registration filing. A copy of Lundeen Abrams Advisors' current written disclosure statement discussing the RIA Firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lundeen Abrams Advisors upon written request. Lundeen Abrams Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lundeen Abrams Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

06/05/2026

IPOs can generate massive excitement, but excitement alone is not an investment strategy.
Many newly public companies experience strong opening-day performance, only to face challenges once market hype cools and insider lockup periods expire.
The better long-term approach?
A diversified investment strategy built around your goals, timeline, and risk tolerance.
Read our latest blog: https://www.lundeenabrams.com/post/ipos-are-risky-business

June is a time to celebrate the LGBTQ+ community, reflect on decades of history and progress, and recommit to greater un...
06/04/2026

June is a time to celebrate the LGBTQ+ community, reflect on decades of history and progress, and recommit to greater unity and equality for all.

Swipe through for a few Pride Month facts that might surprise you — from the story behind the rainbow flag to the world's biggest parade.

Our team hopes you have a joyful Pride Month!

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/22/2026

Everything feels more expensive in 2026, because it is.

From groceries and gas prices to retirement planning, inflation continues to impact everyday Americans.

In our latest blog, we break down:
• what’s driving rising costs
• how inflation affects your finances
• practical strategies to help protect your future

Read more:
https://www.lundeenabrams.com/post/inflation-is-en-vogue

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping b...
05/11/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

Life changes. Markets shift. Goals evolve.That’s why an annual review with your financial advisor is so important.Regula...
05/08/2026

Life changes. Markets shift. Goals evolve.
That’s why an annual review with your financial advisor is so important.
Regular financial check-ins help ensure your investments, retirement plans, and financial strategies continue aligning with your current life and future goals.
In our latest blog, we share why annual financial reviews are essential for staying proactive, prepared, and confident about your financial future.
Read the full blog and schedule your annual review today.
https://www.lundeenabrams.com/post/why-an-annual-review-with-your-financial-advisor-is-essential

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/07/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
05/04/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

Scams are becoming more sophisticated, but there are clear red flags that can help you identify them quickly. Here is wh...
04/24/2026

Scams are becoming more sophisticated, but there are clear red flags that can help you identify them quickly. Here is what to watch for:

🔵 Sense of urgency - Scammers create pressure by instructing you to act before a deadline or implying something bad will happen if you don't act immediately.

🔵 Impersonation of trusted sources - Fraudsters pose as government officials, tech companies, or other trusted organizations to make their messages seem legitimate.

🔵 Too-good-to-be-true offers - Free money, significant discounts on products not on sale, or prizes requiring upfront fees are classic scam tactics.

🔵 Poor message construction - Look for email addresses with misspelled domains, spelling and grammatical errors in the body of the message, “Under Construction” or “Coming Soon” job link sites, and website error links in email signatures.

The best defense is to pause and verify the source. If you know the sender personally, reach out directly. If it is from an organization, contact them through their official website.

We hope you find these scam identification tips helpful. As always, feel free to reach out if you have any questions or need our team; we are here to leverage our expertise for your benefit.

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Minnetonka, MN

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