A Look Back at 2017 The last month of 2017 was the year’s most newsworthy in terms of financial events. Congress reformed federal tax law...

The Markets & Economy In November, the S&P 500 gained 2.81% and advanced for a thirteenth straight month – an unprecedented milestone in...

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or...

Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain English....

Last month, the S&P 500 and the Dow Jones Industrial Average posted their seventh straight monthly gain as stocks rallied out of October....

I am excited to announce that I recently completed the Fiduciary Essentials for Defined Contribution Plans (FEDC) facilitator training...

In order to successfully retire before age 60, you will likely need an abundance of retirement savings (and the means to access them)...

September brought two terrible natural disasters and more threats of war on America, and the broad S&P 500 index was still able to rise...

Minneapolis, MN - October 1, 2017 | Minnesota Lawyer Reader Rankings for 2017 have been tabulated and we are proud to announce that our...