The first half of 2026 was a story of resilient markets overcoming a series of unexpected risks. Geopolitical conflict in the Middle East, a sharp rise in energy prices, and […]
News & Insights
Team Updates: Meet Our Summer Interns
This summer, we were joined by three amazing interns: Arman Vedadi, Enzo Petto, and Ilana Melnik! We are grateful to have had them and are excited for what […]
Travel Insurance
Travel insurance can be a smart investment for anyone planning a trip, especially when significant time, money, or logistics are involved. Unexpected disruptions, such as flight cancellations, severe weather, illness, […]
Travel Information: MSP Reserve
MSP RESERVE is a program at Minneapolis-St. Paul International Airport (MSP) that lets travelers schedule a specific time to enter the TSA security line. By booking an appointment in advance, […]
Estate Planning: When “Stuff” Becomes a Planning Issue
Estate planning conversations usually focus on accounts, real estate, beneficiary designations, and how assets are titled. Those issues are important, but another category often creates meaningful challenges for families after […]
Trump Accounts: How to Get Started
As discussed in our first newsletter of the year, a new type of savings buckets was announced for minors in 2025: Trump Accounts. Starting July 5, 2026, children born between January […]
SpaceX IPO Update
SpaceX’s public debut represents one of the most significant market events in recent years. Beyond its size and valuation, the company’s listing highlights broader themes, including market concentration, passive investing, […]
Team Updates | Welcome to the World, Kirby!
Congratulations to financial advisor Evan Kvittem and his wife, Ketrin, on the arrival of their second child, Kirby Aleksander, who was born on March 17, 2026. His older sister, Mila, […]
