Cody Pollock, CFP®, Financial Advisor at Signature Wealth Management, has attained his CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED […]
News & Insights
2024 Tax Updates
Tax Brackets & Retirement Contribution Limits The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are […]
S&P 500 Index Update
“Santa Claus is Coming to Town” is a great Christmas hit. Yet no one ever wrote a song called “Santa Claus is Leaving Town”…and for good reason. Reality sets in […]
Estate Plan Ideas
Year-End Charitable Gifting and You Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves […]
Schatz Benefit Group Webinar Recap
We would like to thank the folks at Schatz Benefit Group for their insights at our recent webinar, Healthcare in Retirement. Sandra Juetten and Michela Peterson put on a fantastic […]
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”) […]
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 […]
