Company Stock in Your 401(k)

Some of the best investment management lessons that I have ever learned have come from watching other individual investors make mistakes. I am fortunate once in a while to be able to pass on these lessons. I had a Minnesota client many years ago who was one of the...

You Really Don’t Know Diversification

Every Minnesota resident knows this weather pattern. Right after a snowfall, the temperature drops. The same thing can be said for stock market all-time highs.  The glowing stock market headlines can fill your day. You can also read from every possible stock market...

When to Sell?

This question is one of the most popular stock market investment management concerns that I hear from Minnesota investors. The answer has a great deal to do with long-term investment management success. As of this morning, the benchmark S&P 500 Index is more than...