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715 Atlantic Avenue Morris, MN 56267

TEL.320-288-4084

 

Blog

You can follow Tim by clicking on the blog entries below. There you will find a wealth of observations on current market conditions, as well as advice on managing your financial portfolio.

 

Thursday, July 20, 2017

While I have been advising people regarding their finances for over twenty years , I am still learning new things. This is not extraordinary, we all learn and change every day because nothing ever stays the same. Summer is a time when...

 

Friday, February 3, 2017

It is not uncommon for people to live well into their 90s and require 30 plus years of retirement income. Don't forget that time is still one of the most important factors in getting to your goals. Markets and presidents come and go...

 

Wednesday, February 1, 2017

Have you wanted to quickly estimate your current tax bracket, estimate Required Minimum Distributions, look up a capital gains tax rate, look up how much money you can gift each year, or look up Medicare premiums? This and more can be...

 

Thursday, August 11, 2016

On a recent flight from rural Idaho to my home airport in Morris there were several hours to contemplate the parallels between piloting an aircraft and piloting our clients through a successful financial flight. While every flight is...

 

Friday, April 22, 2016

We are over one-fourth of the way through 2016 and it has been far from boring. First we have the non-stop 24/7 coverage of the presidential elections that make me wish they were held every ten years instead of four. Secondly, the...

 

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Tuesday, April 19, 2016

IntroductionEquity markets did not give investors any time to get comfortable in 2016. After only six weeks, the S&P 500 had corrected 13.3% from November highs and was down more than 10% for the year on February 11th. Markets suffered...

 

Monday, December 14, 2015

The most recent newsletter covered some of the major risks as well as clues as to when some of the major risks need reviewing. This newsletter will detail the process of managing investment portfolios. This topic may seem boring and...

 

Friday, October 30, 2015

Whenever there is a newsworthy event that affects the investment markets and in turn your portfolios, I often get the question on whether it is time to "do something." This is rooted in our thoughts that if we see something we don't...

 

Thursday, August 27, 2015

Market Update August 2015 The stock markets have been choppy for about a year and over the last week they have been falling. While I have received very few calls from concerned clients, I want to take a moment and provide my thoughts...

 

Wednesday, April 8, 2015

Early Spring Newsletter - April 2015 There is much talk in the press about when interest rates will rise and what it will mean for the markets and the economy when the rates do increase. I want to spend some time in providing some...

 

Thursday, January 1, 2015

Key Financial Data 2015 - This card gives you many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more.

 

Wednesday, October 29, 2014

EconomyThe economy continues to grow but at a slow and measured pace.PoliticsRegardless of where you come down on the issue of Obamacare, the debt ceiling and social welfare programs, these feuds are not going away soon.Where we have...

 

Wednesday, October 29, 2014

August 2013 Economic SummaryThe economic summary year to date can be summed up as, in the words of Fed Chairman Ben Bernanke, "modest." This is not quite as good as the Goldilocks economy of years past where it was neither too hot,...

 

Tuesday, September 2, 2014

Early Fall 2014 Newsletter The U.S. economy remained fairly steady in July. The consumer confidence index outperformed expectations and reached the highest level since 2007. June job growth and stock market prices likely drove the jump...

 

Thursday, February 20, 2014

Late Winter 2014 Let us help you with your taxes. We can often provide your accountant with your cost basis, 1099’s and k-1’s in an electronic format. By sending your accountant electronic files we can often save them time...