Broker Check





Thursday, October 3, 2019

With all the news around having your DNA tested for ancestry origins and health risks, it's no surprise that scammers are taking advantage of the situation. Reports of a new scheme to gather personal information of seniors across the...


Friday, May 31, 2019

I have many special clients but lost a very special one this past week. Reading Margaret's obituary (name changed to protect her privacy) in the Star Tribune left me crying on Memorial Day. My husband and sons comforted me but...


Monday, April 1, 2019

Don't make the ultimate financial faux pas. Long term care insurance is a godsend if you want to stay out of a nursing home and avoid burdening your kids. Alzheimer's is becoming an epidemic and the cost of care can stretch for many years.


Monday, March 25, 2019

The 10 Year Treasury notes are now yielding less than three-month bills for the first time since 2007. This is a highly unusual situation which has traditionally been viewed as an indicator of market weakness. Investors logically...


Monday, January 21, 2019

I just started reading a new book last night called "Small Giants: Companies That Choose to Be Great Instead of Big", by Bo Burlingham. It really makes me think of my dad and his striving for excellence in business and in life. passion...


Show All

Friday, January 4, 2019

Happy New Year to everyone… This is not the kind of market commentary I would have hoped to send after the holidays but given the market volatility of 4th quarter, 2018 and the first few trading days of the new year, it is an...


Thursday, November 29, 2018

Did you ever have a piggy bank? If you did, then you can remember the satisfying clink as you slid each penny into the bank and how the sound would deepen the fuller the piggy bank got. While saving money as adults may not feel as easy...


Tuesday, September 25, 2018

It’s Life Insurance Awareness Month which is usually a good time to remind everyone how important it is to get the proper coverage. I’m a huge fan of life insurance and could go on and on about how it is a foundational tool...


Thursday, February 1, 2018

“And it never failed that during the dry years the people forgot about the rich years, and during the wet years they lost all memory of the dry years. It was always that way.” -John Steinbeck, East of Eden Globally...


Wednesday, January 10, 2018

The enactment of the Tax Cuts and Jobs Act (TCJA) represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses it means an altered financial and investment...


Wednesday, November 15, 2017

In honor of Women’s Entrepreneurship Day, I’d like to shine the spotlight on some of my personal favorite local women and their businesses: Elaine Goephart: I Love Photography & President of Hopkins Business & Civic...


Tuesday, November 7, 2017

The first snow falls down on my last blooming flowers. My sons are staring at their screens as I type. I occasionally look out the window to think - a la Carrie Bradshaw. Is it any wonder tech stocks are posting such good numbers? Our...


Friday, October 13, 2017



Wednesday, September 13, 2017

"I SUGGEST WOMEN REVERSE THE GOLDEN RULE AND TREAT THEMSELVES AS WELL AS THEY TREAT OTHERS.” -GLORIA STEINEM Entrepreneurs give everything to their business: Customers come first! This way of thinking comes easy to an...


Wednesday, August 23, 2017

Caregivers, hear this #WednesdayWisdom from #GailSheehy #Caregiver


Friday, July 14, 2017

The political landscape is far more volatile than the stock market lately. Who would have expected that? Although every day there seems to be a new development on the Trump/Russia collusion (“Witch Hunt” or...


Wednesday, June 21, 2017

By: Suzanne Lundeen Abrams Back to SMALL STEPS > > > IMPACTFUL LEGACY


Thursday, June 15, 2017

I just re-read Samantha Irby’s hilarious piece in the NYT Sunday Review from a few weeks ago: “If Every Day Is a Rainy Day, What Am I Saving For?” I absolutely loved it because it’s so relatable! As a working...


Wednesday, June 14, 2017


Wednesday, June 7, 2017

By: Suzanne Lundeen Abrams


Wednesday, May 31, 2017

We're nearing are those 2017 resolutions and goals coming along? #WednesdayWisdom#Goals#Resolutions#HenryFord#Obstacles


Friday, May 26, 2017


Wednesday, May 17, 2017


Wednesday, May 3, 2017


Wednesday, April 26, 2017


Monday, April 24, 2017

Financial literacy is everything. It determines the quality of your life now and will absolutely impact the quality of your life in the future. Where you live, where you go, what experiences you get to record are all contingent on...


Tuesday, April 18, 2017

Photo credits: 361 Capital and Anna Peterson of Verde Brand Communications


Wednesday, April 12, 2017


Monday, April 3, 2017

Most holidays are occasions for family and friends to celebrate, to give thanks or to remember an important event. Equal Pay Day, however, is a day that should be obsolete. First observed in 1996, this event was created to bring public awar


Friday, March 24, 2017

The financial outlook for women is getting stronger every year. The gender wage gap is the smallest it has ever been, and as of 2016, there were more female CEOs leading S&P 500 companies than ever before. In fact, according to...


Wednesday, March 22, 2017


Wednesday, March 15, 2017


Wednesday, March 15, 2017

#WednesdayWisdom from Hillary Clinton :: Career and Life


Wednesday, March 8, 2017

While women should be celebrated all year, March is designated as Women's History Month (March 8 is International Women's Day). Around the world, various events such as conferences, exhibitions, concerts, speakers and festivals will...


Wednesday, February 22, 2017


Friday, February 17, 2017


Wednesday, February 1, 2017

Losing two generations back to back will strain even the most robust dynastic estate plan.As it is, Carrie Fisher’s daughter may end up making more with a claim on Disney’s insurance policy than the family will inherit from...


Wednesday, February 1, 2017


Friday, January 20, 2017

Women have been rapidly climbing the employment and wage ladders in recent decades. But only a small fraction have made it to the top rungs — and their progress may be slowing.New research shows that after making big strides in...


Wednesday, January 18, 2017


Wednesday, January 11, 2017


Tuesday, January 10, 2017

Dynastic thunder within the blended family would actually have been much louder if smart advisors hadn’t worked so hard to keep the assets under the three-time champion’s ultimate control. By superstar standards, Muhammad...


Monday, January 9, 2017

Young investors are willing to pay for financial advice Even amid today's strong markets, investors are happy to pay for expert advice on their investments. 


Wednesday, January 4, 2017

Are you really setting your 2017 goals correctly? #WednesdayWisdom#2017goals #goals #resolutions


Saturday, December 31, 2016

The New Year offers the opportunity to start fresh.I decided to start 2017 with a clean slate and let me tell you what happened. I deleted about 10,000 emails yesterday...that's right, thousands of cluttery emails -- all the newsletters, ma


Friday, December 30, 2016

AMERICA’S PHILANTHROPISTS AREN’T WAITING ANY LONGER FOR POLITICIANS OR BUSINESSES TO SOLVE THE WORLD’S MOST PRESSING PROBLEMS.To those optimistic, persistent souls who have a vested interest in seeing positive social chang


Wednesday, December 28, 2016

“I was dreaming when I wrote this, forgive me if it goes astray…"- Prince Rogers Nelson (1958-2016)As I write this, I think of all who have passed in this surreal* year of 2016.   We lost a few epic...


Wednesday, December 28, 2016


Thursday, December 15, 2016

The familiar sights and sounds of December bring sentimental thoughts of holidays.  It’s a time to unwrap cherished memories and reminisce with our loved ones.


Wednesday, October 19, 2016


Wednesday, October 12, 2016


Tuesday, October 4, 2016


Wednesday, September 28, 2016


Tuesday, September 27, 2016

Arnold Palmer turned down millions over a life insurance policy. For him, it meant respect.


Wednesday, September 7, 2016

The fear of failure greatly impedes performance. That’s why most successful people are less likely to be perfectionists. 


Wednesday, September 7, 2016


Tuesday, September 6, 2016

Suzanne Lundeen Abrams reminds readers that waiting for perfection will have you waiting forever. Taking small but powerful steps now can lead to a financial picture for your wealth that is filled with abundance.