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

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?

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As seen 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!

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As seen 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.

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As seen in South Lake Neighbors Magazine (February 2018)

By Marc D. Langva, CFP ®

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

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As seen in South Lake Neighbors Magazine (December 2017)

By Marc D. Langva, CFP ®

I have always had a passion for cool cars and it showed when I was 21 years old working for Toyota Motor Corp. in San Diego. The dealership manager noticed this and said “Hey Marc don’t fall in love with these cars, it’s just Paint, Metal and Glass…”

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Originally Posted By:
J. Patrick Collins Jr., CFP®, EA
05/27/2016

“Last month Barron’s published their annual Top 1,200 advisors in the country.  This list recognizes the largest “producers” from the large Wall Street firms.  Even the terminology at those firms is interesting.  Producer implies that you are creating something…in this case it’s revenue from selling products and services to your clients.  One specific paragraph really resonated with me and reminded me why it was so important to leave that environment.”

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Pulling Back the Curtain on the Tricks of the Trade
Source: Unshakeable • Who Can You Really Trust? Chapter 5 • by Tony Robbins

It is difficult to get a man to understand something
when his salary depends on his not understanding it.

-UPTON SINCLAIR

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