Newsletter/Blog

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...

November Newsletter – A Time For Thanksgiving

(from the desk of John Madson CFP® CRPC®) I have a small ritual that I go through on a regular basis, which includes my vision for my future and the ways in which I want to improve myself.  It also includes a review of the things in my life that I am grateful for. On...

October Newsletter – Medicare open-enrollment, international stocks, and more

October, 2017 As we roll on into the fourth quarter, it's a great time to reflect on your successes so far this year and make a final push to meet goals not yet achieved.  It's also the season of evaluating your benefits at work and your insurance at home.  If you...
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Tax Cuts and Jobs Act

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...

read more
November Newsletter – A Time For Thanksgiving

November Newsletter – A Time For Thanksgiving

(from the desk of John Madson CFP® CRPC®) I have a small ritual that I go through on a regular basis, which includes my vision for my future and the ways in which I want to improve myself.  It also includes a review of the things in my life that I am grateful for. On...

read more
Global Growth in 2017

Global Growth in 2017

If you're invested in a broadly diversified portfolio, you've probably noticed that this year your international stocks are among your better performers.  If you're wondering why, here are two charts from our friends at JP Morgan that can help explain what's going on....

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Medicare Open Enrollment begins October 15th

Medicare Open Enrollment begins October 15th

What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In...

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August Newsletter – Gearing up for going back to school

August Newsletter – Gearing up for going back to school

August is upon us It may be a cliché, but Summer seems to be flying by! Hopefully you can pack in some extra fun before the Fall. This month we're highlighting some key items for parents as you gear up for the new school year. Back to School NEW 529 taxes benefits for...

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The Roth vs. Traditional Debate

The Roth vs. Traditional Debate

This week the Wall Street Journal reported on a recent Harvard study about the savings habits of people using Roth 401k contributions vs. traditional pre-tax 401k contributions. In a nutshell, the researchers are stating that people contribute roughly the same money...

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Introducing Signature Wealth Management

Introducing Signature Wealth Management

We are proud to announce the launch of a new brand for our advisory firm: Signature Wealth Management. This new name will be used across our offices – located in Duluth, St. Louis Park, and Elk River, MN – which had used the Endersbe, Herron and Associates, SagePoint...

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NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

Signature Wealth Management is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc.  Member FINRA/SIPC.