Ben Hovland Wins Five Star Wealth Manager Award
Congratulations to our own Ben Hovland on winning the 2024 Five Star Wealth Manager award! Ben will be appearing in the Wall Street Journal in March for this recognition. The […]
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
Increased Scam Threat During COVID-19
An increased amount of online activity combined with heightened corporate and government communications has led to an increase in online scams and identity theft plots. Here are a few best
Hightlights of Recent Federal Relief Programs
In March the Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act) was passed, featuring more than $2 Trillion of aid across multiple areas of our economy. Here are some
The Season of Appreciation
The Spring is our annual client appreciation season. Across all of our offices we’ll be holding client appreciation events in the coming weeks. These are great events to bring friends
Updates to Medicare Cost Plans
You may or may not have heard, but if you have a Medicare supplement plan you’re going to become very familiar with the fact that Medicare Cost plans are going
Volatility, Trade Wars, and What’s Next?
(from the desk of John Madson CFP® CRPC®) When you think back on 2017, will you remember it as a calm and positive year? From a market perspective, that’s exactly what
Spring Event & Team Highlights
Spring Events Every Spring we hold a number of events to spend more time with all of you, share some insights, and generally have a good time. Last week in