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December Letter – Year End Planning & The Economy

December Letter to Clients It’s been another unexpected year, and certainly one, where I think many of us had hoped the world’s uncertainties would be behind us. We certainly hope next year provides the movement and flexibility to travel and see family that we know many of you are craving. …
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Nourish November: Tips to Stay Nourished as We Move into the Holidays

  Over the month of November, we had the pleasure of sharing with you three live sessions sessions including tips for stress and anxiety with Trionne Barnett, a gentle yoga class taught by one of my favorite yoga teachers Melissa Spamer in New Mexico, and diet and lifestyle tips as we …

Nourish November: Tools for Stress & Anxiety

  Over the month of November, we had the pleasure of sharing with you three live sessions sessions including tips for stress and anxiety with Trionne Barnett, a gentle yoga class taught by one of my favorite yoga teachers Melissa Spamer in New Mexico, and diet and lifestyle tips as we …

Year End Planning Checklist

As 2021 winds down, it may be helpful to use this checklist to determine which issues you should consider before the end of the year.    

NOURISH NOVEMBER

Your Nourishment Month   I don’t know about you, but this Fall has seemed much more “full” than last year. I find myself occasionally struggling to find the slower balance I normally like to lean into as November approaches. Others I have talked to are feeling a similar way, so I thoug …

Tips to Keep Yourself Cool this Summer

It is hot here in Minnesota, unseasonably hot! I was talking to a neighbor earlier today who was remarking how cranky he gets when it’s hot. It’s super common to get hot and irritable in the heat. If you are feeling that way or experiencing other signs of heat in the system, such as skin …

Your Values & Your Wealth: Sustainable Investing

Your Values & Your Wealth: Sustainable Investing  A discussion on ways to incorporate sustainable investing with Kiley Miller, Associate Portfolio Manager – Impact Portfolios at Envestnet  
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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