Insights
Is Your Estate Plan Still Aligned with Minnesota’s Tax Rules?
For many Minnesota families, estate tax planning can feel like something that only applies to the ultra-wealthy. But that is not always the case. Between retirement accounts, investment portfolios, business…
Helping the Next Generation—With Purpose and Guardrails
Many families we work with reach a pivotal point: “We’ve built meaningful wealth, our retirement is secure, and given how expensive almost everything feels, especially homes, you begin asking, “How…
Q3 2026 Market Commentary
Navigating the Noise of Current Events Between IPOs, a new Fed Chair and operating regime, geopolitics, the chip rally, and a surprisingly strong jobs report in the face of an…
Employee Spotlight: Getting to Know Koren
“A Legacy of Purpose and Precision” A 20-Year Journey of Growth and Impact Koren’s path with the firm is nothing short of remarkable. Over the past 20 years, she has…
Team Spotlight: Getting to Know Corey Kiewiet
At our firm, we believe that the true value we provide doesn’t just come from tickers, spreadsheets and plans—it comes from the people who work tirelessly behind them. This month,…
What are my kids going to do with my money?
Many families are choosing to gift assets to their children during their lifetime so they can see the impact firsthand. Before moving forward, it’s important to understand what you’re giving…
Q2 2026 Market Commentary
Since our last quarterly installment, significant and unresolved world events have, at least temporarlily, stolen the wind from the market’s sails by introducing new variables, not the least of which…
Do You Have an Estate Plan? Do Your Loved Ones Know Where It Is?
We often spend decades meticulously building a legacy, focused on the growth and preservation of our assets. However, a recent emergency within my own extended family, reminded me that even…
Miss the Tech Rally? What to do next!
Missing out on a big investment opportunity can make it tempting to chase the next one. Before you do, it’s important to understand how that decision fits into your overall…
Employee Spotlight: Getting to Know Kate
This quarter, we are thrilled to feature Kate Moore in our Team Profile. A self-described “people person,” Kate brings a unique blend of warmth and drive to our office.