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
ARE YOU PREPARED?
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
What if I told you the world map you have been looking at your entire life is inaccurate? You would say “Marc your crazy!” But it’s true. The global map we all grew up with is called the Mercator map, which was created to make navigation easier while sailing. The map on the left is called the Peters Projection map; this map, unlike the Mercator map, more accurately represents the size, scale, and location of the Earths continents. It turns out that Africa is fourteen times larger than Greenland!
+ View Full ArticleADV Part 3 Relationship Summary for WorkOptional, Inc.
As of June 30, 2020
Work Optional, Inc. is an Investment Adviser registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a broker-dealer, and that it is important to understand the difference between the two.
Please click here for a summary and definitions of ADV Part 3 Relationship.
PANDEMIC: Navigating troubled waters.
April 21, 2020
PANDEMIC: Navigating troubled waters
By: Carl S. Bang, MBA, CFA, Chief Investment Officer at WorkOptional Private Wealth Management and Marc D. Langva, CFP®, Founder & CEO at WorkOptional Private Wealth Management
This article covers the economic impact, market reaction and investment implications of the market today.
ECONOMIC IMPACT
I would like to discuss the effects of the pandemic in terms of economic impact, how governments, central banks and markets have reacted as well as investment implications for managing wealth in this environment. Let’s take a look at the economic impact of closing down. This has led to the largest economic contraction and unemployment since the great depression.
2019-2020 Tax Planning Guide
YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU
For the complete guide, please click here: 2020 Tax Article
NEW: Educational Classes Now Offered!
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, Ann Treml-Olson helps you plan your future with confidence.
+ View Full ArticleIs Your Stomach Turning With The News Of The Volatile Markets These Days?
As seen in South Lake Neighbors Magazine (October 2019)
By Ann Treml-Olson, CFP®, Senior Wealth Manager at WorkOptional
SLN Magazine October 2019
Volatility is scary and it’s definitely something you don’t want to see on a regular basis. But, it is a part of investing, and there are some things you can do to gain more peace of mind.
+ View Full ArticleWhy would I need an Estate Plan?
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Do you want the black sheep in the family, or the probate court to make important financial decisions when you pass away? Probate fees, legal challenges, frozen assets & unexpected financial liabilities are some of the things you can expect if you don’t have an estate plan. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you and your beneficiaries in more ways than one.
Suddenly, a Windfall of Wealth?
As seen in South Lake Neighbors Magazine (June 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
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 ArticleFor Richer Or Poorer, Tell Death Do You Part. How Do You Manage Money And Marriage?
As seen in South Lake Neighbors Magazine (April 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
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 ArticleSecret Retirement Killers. What No One Is Talking About. Confusing Investing With Financial Planning.
As seen 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…
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WorkOptional Book
What are the secrets to financial security?
Our book can help you answer just this question. Discover the 13 secret retirement killers today!
Press
Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
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