The Minnesota summer is now in full swing. A ride on a roller coaster is a big part of the summer experience for many people. I want to remind you that a ride on the stock market roller coaster is not nearly as fun. Stock markets go up every few years to record high...
The public relations spin of the largest financial services companies in the U.S. continues to amaze me. Let me give you a recent example. The Vanguard Group recently released a study that states more individual company retirement plan participants are handing over...
This Father’s Day 2013, I am again reminded of the first business lesson that my Dad taught me many years ago. This lesson is the main reason that I have survived over 29 years in the investment advice business in Minnesota. My Dad was a salesman all his life. So was...
“‘This time it’s different’ are the four most expensive words in the investing language.” Sir John Templeton Now is an excellent time to learn from your past Minnesota company 401(k) retirement plan investment management mistakes. The...
With two teen-age kids, there is no shortage of opportunities for me to interact with local parents. There is school, sports, or social events on my calendar every week. Many times during parent conversations, the topic of investing comes up. I know where all the...
The summer in Minnesota is a special time. When the weather gets warm and the kids and grandkids are out of school, even the most routine investment-management decisions become a bother. The summer of 2013 is fast becoming a high risk investment environment. Interest...
