What Goes On Behind the Scenes?
What goes on behind the scenes to manage the investment portfolios of our clients? Join me for an...
4 Types of Grandparents and Which One Leads to Maximum Influence
The Amazing Potential of a Grandparent In America, the grandparent role is hugely overlooked and...
Golf With My Brother and Missed Tee Shots: Lessons in Life
As a kid growing up in Bismarck, my brother Jason (our Chief Investment Officer) and I were able to...
An Interview With Johnne Syverson
My husband and I have had the privilege of knowing Johnne for over 20 years, including an...
5 Things the NCAA Tournament and Financial Planning Have in Common
The NCAA Men’s Basketball Tournament rolls around each year, the culmination of an entire season of...
3 Ways to Reduce Password Anxiety
What could happen if you lost one of your passwords? Ask Stefan Thomas. Mr. Thomas may lose $220...
Baseball Card Collecting: Lessons for Life
While growing up, I was an enthusiastic collector of baseball cards.My brother and I were part of...
When We Will be Clear From COVID-19?
We feel that each of our clients has made it through 2020 with very few financial issues. One of...
A 2020 Message from Leadership
2020…a year like no other. It has been a year of unknowns, uncertainty, disbelief,...
What You May Need to Know for Year-end Tax Planning
Hello Folks! While COVID-19 has many aspects of our lives on hold, the tax beat goes on. Planning...
