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  • 3409 45th St. S, Suite 104, Fargo, ND 58104
  • 120 N 3rd St, Suite 85, Bismarck, ND 58501
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Blog

The Early Bird Advantage: Why Timely Year-End Planning is Essential
Paul Meyers | Nov 5, 2024

The Early Bird Advantage: Why Timely Year-End Planning is Essential

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and
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2025 Outlook: Pragmatic Optimism
Paul Meyers | Nov 5, 2024

2025 Outlook: Pragmatic Optimism

2025 Outlook: Pragmatic Optimism

 

2025 Outlook: Pragmatic Optimism

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4 Tough Questions Clients Ask Their Financial Professionals
Paul Meyers | Oct 22, 2024

4 Tough Questions Clients Ask Their Financial Professionals

One of the most important decisions we make in our lives is how we plan to manage our money. Some people feel confident enough to tackle it themselves. However
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Prepare or Beware: The Dangers of Retirement Planning Procrastination
Paul Meyers | Sep 23, 2024

Prepare or Beware: The Dangers of Retirement Planning Procrastination

Most people looking forward to retirement anticipate years of relaxation and fulfillment after decades of hard work. But the reality of retirement is often far
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Retiring on Your Own Terms: 7 Ways You Can You Work Toward an Early Retirement
Paul Meyers | Sep 9, 2024

Retiring on Your Own Terms: 7 Ways You Can You Work Toward an Early Retirement

Many dream of working toward early retirement, but getting there generally doesn’t happen by accident. Retiring early requires financial independence that can
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Smart Strategies for Staying Ahead in Uncertain Markets
Paul Meyers | Aug 27, 2024

Smart Strategies for Staying Ahead in Uncertain Markets

Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety
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The Growth vs. Value Conundrum in 2024
Paul Meyers | Aug 13, 2024

The Growth vs. Value Conundrum in 2024

In the world of investing, the eternal debate between growth and value continues to captivate the minds of investors. As we navigate through 2024, the question
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The Sandwich Generation and Retirement: Overcoming the Dual-Caregiving Dilemma
Paul Meyers | Jul 9, 2024

The Sandwich Generation and Retirement: Overcoming the Dual-Caregiving Dilemma

The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities. Many Sandwich Gen members support their aging
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10 Tips to Work Toward Financial Freedom
Paul Meyers | Jul 2, 2024

10 Tips to Work Toward Financial Freedom

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to
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Summer is a Fantastic Season to Find a Financial Professional
Paul Meyers | Jun 25, 2024

Summer is a Fantastic Season to Find a Financial Professional

You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your debt to your willingness
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Fargo Location

3409 45th Street South
Suite 104
Fargo, ND 58104

Bismarck Location

120 N 3rd Street
Suite 85 (Lower Level)
Bismarck, ND 58501

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