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 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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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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FROM THE OCTOBER 2015 ISSUE OF INVESTMENT ADVISOR

SEPTEMBER 28, 2015

You can design a cogent long-term portfolio for clients using today’s tools, and doing so can help separate your firm from the pack

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