Clausen-Johnson Wealth Advisory Group - Stifel

Clausen-Johnson Wealth Advisory Group - Stifel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Clausen-Johnson Wealth Advisory Group - Stifel, Financial service, 117 Sixth Street, Unit 7/PO Box 1237, Walker, MN.

Happy Labor Day!Markets are closed today.
09/07/2026

Happy Labor Day!

Markets are closed today.

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
09/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/aevpXC

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perc...
08/28/2026

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perceptions of the next generation of consumers. The survey questions were based largely around investment themes that we see influencing the direction of the economy and markets long term.

View the full survey findings here: https://livesocial.seismic.com/aONma8

08/26/2026

🚨 Office Alert 🚨

Please join me in wishing a very Happy Birthday to Dave! 🎉

Today, we celebrate:
✅ Decades of financial wisdom
✅ Countless client conversations
✅ An impressive ability to do math in his head faster than the rest of us can find a calculator
✅ His passion for numbers
✅ An impressive ability to remember random facts about everyone
✅ Yet another year of answering the question, "So... when are you retiring?"

For the record, Dave has approximately 10 years, 0 months, and 0 days until retirement (give or take a few leap years), so everyone can stop asking. He is getting a complex 😆

Thanks for being a fantastic teammate, trusted advisor, and friend. Your dedication to our clients and our team is unmatched.

Hope your birthday adds up to a perfect day filled with family, friends, calorie free cake, and maybe a few numbers for fun.

Happy Birthday, Dave! 🎂🎉

-Andrea

SIMPLE IRAs and safe harbor 401(k)s are employer-sponsored retirement plans that allow participants to defer salary into...
08/25/2026

SIMPLE IRAs and safe harbor 401(k)s are employer-sponsored retirement plans that allow participants to defer salary into the plan and receive contributions from their employer.

Examine how each plan type may benefit the business owner and their employees:
https://livesocial.seismic.com/a-qY5l

Serving as an executor can involve a range of responsibilities and important decisions. Understanding the process can he...
08/20/2026

Serving as an executor can involve a range of responsibilities and important decisions. Understanding the process can help you navigate key tasks and timelines with greater confidence.

View the guide for an overview of estate administration steps and considerations:
https://livesocial.seismic.com/acPEa1

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession nee...
08/17/2026

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession needs evolve, business owners may benefit from a range of specialized resources and services.

Explore how business owner services can support planning, risk management, employee benefits, and succession considerations:
https://livesocial.seismic.com/at1Lal

Have you recently received an unexpected windfall? Have you considered what to do with it? Whether your windfall came fr...
08/11/2026

Have you recently received an unexpected windfall? Have you considered what to do with it? Whether your windfall came from an inheritance, a lucky scratch-off ticket, or an unexpected bonus, it may provide you with a great opportunity to improve your overall financial situation.

View some things to consider helping you maximize the opportunity at hand:
https://livesocial.seismic.com/acuhCp

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best inter...
08/06/2026

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best interests of plan participants and overseeing the plan with care and diligence.

View more about fiduciary duties here:
https://livesocial.seismic.com/aA9iCy

In 2026, the federal estate tax exemption is $15 million per individual estate. The exemption is adjusted annually for i...
08/04/2026

In 2026, the federal estate tax exemption is $15 million per individual estate. The exemption is adjusted annually for inflation. In addition to the federal estate tax, twelve states and the District of Columbia impose their own estate tax – often with exemption thresholds significantly lower than the federal exemption.

Access the guide to explore planning considerations for reducing and managing estate tax liability:
https://livesocial.seismic.com/amOxls

Address

117 Sixth Street, Unit 7/PO Box 1237
Walker, MN
56484

Telephone

+12185473526

Website

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