Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

As featured in South Lake Neighbors Magazine (June 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

SLN Magazine June 2019

Picture this…you just received a big inheritance, a large settlement, a huge sports contract, or better yet, you just won the lottery!  No worries now, right?  Wrong.

+ View Full Article

As featured in South Lake Neighbors Magazine (April 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

How Do You Manage
Money And Marriage?

When couples get engaged, they are excited to plan for their special day.  But newly engaged couples need to think past the wedding day and figure out how they will begin to manage their financial lives together.  As most of us know, money in the number one issue that couples argue about.

+ View Full Article

As featured in South Lake Neighbors Magazine (March 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

Why do you save? Why do you invest? What is all that hard work for? What is your purpose? It’s because you have a vision, a dream, and certain expectations for you and your family’s future, right? If you answered yes to this question then I’ll assume that you have some sort of plan in place. If you don’t, you’d better get moving…

+ View Full Article

As featured in South Lake Neighbors Magazine (February 2019)
By, Derick Gallagher, J.D., Tax, Business & Private Wealth Manager

2018 was a monumental year for tax reform. Substantial tweaks and modifications were made in an attempt to keep that economic engine purring along. Read on to learn some unconventional tax strategies.

+ View Full Article


YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU

For the complete guide, please click here: 2019 02 01 Tax Article

 


By Mark Hulbert, Columnist
Published by MarketWatch: Oct 1, 2018

Opinion: Stock investors can no longer ignore the next bear market
The biggest obstacle to long-term investment success is “the dogma that you must beat the S&P 500 during bull markets.”

+ View Full Article


By Neal Freyman
Published by Morning Brew | October 31, 2018

Wake Me Up When October Ends
Can you really blame Wall St. for cueing up Mariah Carey?

+ View Full Article


As featured in South Lake Neighbors Magazine (September 2018)

By Marc D. Langva, CFP ®

The fastest way into downtown from Wayzata is typically 394, but what if less than 1% of the population took that route? Wouldn’t that be crazy?  The other 99% still commuting on side roads, bumper to bumper, dealing with construction and accidents, nothing but a waste of gas, breaks and honks…Oh my!

+ View Full Article


As featured in South Lake Neighbors Magazine (March 2018)

By Marc D. Langva, CFP ®

If you ask my family, friends or neighbors about me you might hear that I’m a risk taker. I love to shoot down a single track on a mountain bike, tear through a NASTAR course on skis, or jump my old school BMX bike off our dock.

However, when it comes to investing, risk just isn’t my idea of fun. Maybe it’s because I work way too hard and don’t want to see my money disappear. Maybe I feel a responsibility to my family. Or maybe I just can’t get past the math.

+ View Full Article


As featured in South Lake Neighbors Magazine (February 2018)

By Marc D. Langva, CFP ®

Don’t be a penny-wise and pound-foolish!

+ View Full Article


Next Page »