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 (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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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.

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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.”

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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 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!

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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.

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As featured 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 featured 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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The following information has been taken from the book: “The Roaring 2000s Investor • Strategies for the life you want” by Harry S. Dent, Jr.

IN ALL OF MY BOOKS on investment, I have talked about the importance of having a competent and objective financial advisor. That mean someone who represents you, not the investment products. In other words, not a salesperson. That means someone who can integrate your entire financial-planning process, effectively and efficiently, to meet your highest life goals. Before you consider whether you should be investing on your own through a discount broker or using one of many financial advisors, from insurance agents to stockbrokers to financial planners to CPAs to tax attorneys, ask yourself these questions. This may be a bit painful, but it should prove very useful if you will just stick with me for a few pages.

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