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
Have you done enough to minimize your taxes for 2018?
As seen 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.
2018 2019 TAX PLANNING GUIDE
YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU
For the complete guide, please click here: 2019 02 01 Tax Article
Opinion: Stock investors can no longer ignore the next bear market
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.”
Wake Me Up When October Ends
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?
The Information Edge
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!
Risk Does Not Always = Reward
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.
Implementing Simple Tax Strategies
As seen in South Lake Neighbors Magazine (February 2018)
By Marc D. Langva, CFP ®
Don’t be a penny-wise and pound-foolish!
Investing in the right “Hot Rod”
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…”
Why You May Need a Financial Advisor And How to Find a Great One
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.
How Many Clients Does Your Advisor Work With?
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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Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Ann Treml-Olson 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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