We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This […]
News & Insights
Market Minute with First Trust
One year ago, in the September 2022 Market Minute, we highlighted the large valuation spread between growth and value stocks [see chart below]. At that point, the Federal Reserve (“Fed”) […]
We Love Introductions!
We’ve been receiving an influx of inquiries as to whether or not we’re available as a resource for your personal and professional networks. As always, those important to you are […]
Tax Corner
Minnesota Tax Law Changes You may have heard that the Minnesota Legislature recently passed tax law changes which come as good news to many Minnesotans. Our fellow advisor, Oliver Kelsey, […]
Upcoming Car Show!
One of our advisors, Cody Pollock, is sponsoring a car show on July 29th, 2023 in Chaska, MN. The show goes from 9:00 a.m. until 2:00 p.m. Any and all […]
Office News: Scholarship Fundraising
The Wayzata Rotary Club donates 13 to 16 $1,000 scholarships annually to Wayzata High School graduates. This amount is around 20% of all scholarships given during scholarship night. These funds […]
Office Events
Thank you to all who attended our recent cybersecurity event featuring Mark Lanterman. We had a lot of great feedback, and a lot of interest in the materials that Mark […]
Phil Blancato Market Update Call
We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This […]
