Blog
October 2022 Market Commentary
Explore key market drivers from September 2022, including Fed rate hikes, inflation trends, and recession risks. Learn how investors can stay focused amid volatility.
Blog
Explore key market drivers from September 2022, including Fed rate hikes, inflation trends, and recession risks. Learn how investors can stay focused amid volatility.
Blog
Should you pay off your mortgage before retirement? Explore key factors like interest rates, tax deductions, and financial flexibility to make the best decision for your future.
Blog
From Gen-Z to Baby Boomers, each generation faces unique financial pitfalls. Learn the most common money mistakes by age group—and how to avoid them.
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Discover how remote work is making full-time lake living a reality. Learn why families are relocating to the Brainerd Lakes Area for lifestyle, education, and opportunity.
Blog
Still filing your 2021 taxes? Discover last-minute tax deductions, including IRA and HSA contributions, spousal IRAs, and smart strategies to reduce your AGI before April 18, 2022.
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Learn how to align your investment risk with your goals and time horizon. Discover strategies to calculate your needed rate of return and build a balanced portfolio.
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Getting married later in life? Bruce and Peg share key financial and emotional considerations for older couples building a future together in a new chapter of love.
Blog
Russia invades Ukraine, sparking market volatility, surging commodity prices, and investor anxiety—long-term focus and diversification are key.
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Rising rates and inflation strain markets as the Fed plays catch-up. Despite risks, recession odds are moderate—steady investing is advised.
Blog
Explore how the Russia-Ukraine conflict, inflation fears, and rising rates impacted markets in February 2022. Get insights on equities, bonds, and Fed policy outlook.