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Is Your Financial Plan Prepared For Future Tax Increases?
We just came out of an intense election season, and as always, talk of taxes was at the forefront. Raise taxes, cut taxes, increases taxes for the rich; everyone seems to have an opinion and these opinions often differ, especially...
Read MoreMake An Appointment Now To Update Your Financial Plan in January
We all know January is often a time of fresh starts, new goals, and renewed motivation. New Year’s resolutions usually lead people to purchase gym memberships, pledge to read more, or spend more time with family and friends, but...
Read MoreHow Will the Election Results Affect the Market?
After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and markets had expected a Clinton victory, the markets are reeling from the surprise...
Read MoreJon Marker Recognized as a Five Star Professional
I am proud to announce that I have been recognized as a Five Star Professional by the Mpls. St. Paul Magazine and Twin Cities Business for the second year in a row! I consider this a great honor because I love what I do. I take pride...
Read MoreHow Will This Year’s Election Affect The Economy?
This presidential election has been one of the most interesting and it’s all about to end on November 8. As get closer to the big day, many investors worry how the results will impact the markets. While past performance may not...
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When Was the Last Time You Did a Life Insurance Review?
When considering your financial strategies and ongoing responsibilities, a life insurance review isn’t usually at the top of the list for most folks. Life insurance may not be the most exciting of topics, but it’s an...
Read MoreWhat I Do and How I Can Help
Money may seem strictly analytical, but it plays a huge role in people’s emotional lives. And these emotions can negatively impact our financial decisions. Even though finances are the first thing people worry about,...
Read MoreA Second Opinion and A Cup of Coffee
When the markets are as unstable and frustrating as they have been over the past several years, even the most patient investors may come to question the wisdom of the investment plan they have set in place In addition, life changes may...
Read MoreWhy I Became a Financial Advisor
I like to think that business runs in my blood. Both of my grandfathers owned businesses and my father worked at his father’s business before taking it over. I too, helped out working in the store and saw firsthand the dynamics...
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