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NOURISH: Six Weeks of Learning & Practicing Together

We are in the middle of a lot right now, and it’s hard for many of us in a myriad of ways. There are things that can help but it is hard to know where to start and even looking can become overwhelming in an overwhelming time. I feel fortunate in my life to have encountered amazing people and practices that focus on nourishing oneself to improve the quality of one’s life. There is nothing better than finding something to share with people you care about that ends up making a difference to improve their life. I always want...read the full article

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September 2020 Update: A Recession and a Rally Like No Others

Published By Kerry Meath-Sinkin & Bob Meath We have been through a recession and rally like no other, and no one knows for sure what is coming next. No one has a crystal ball. There is no consistent thought on what is coming next, and the opinions of experts and economists vary widely. Imagine you had the foreknowledge that a global pandemic and economic collapse was on the horizon at the beginning of 2020, how might you have positioned your investment portfolio?

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Are You Wanting To Give To Charity? Here Are Some Smart Strategies To Maximize Your Gift

Written by Kerry Meath-Sinkin CFP®AIF®, Partner & Wealth Advisor Our kids attend a small school in Minneapolis. Like so many other small schools, our school doesn’t have an endowment or huge extra fund of money to support themselves during a time like this. The school needs help and families want to help. I happened to be talking to a good friend of ours about our kiddos school and they mentioned they were going to make a donation. Then they told me they were going to get the donation funds by selling some stock they have owned for a long time....read the full article

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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Your August Update with Bob and Kerry

Your August Update with Bob & Kerry We hope this finds you well. Hard to believe it’s already August, we hope those of you in Minnesota have been able to enjoy the beautiful weather. While long-term planning is at the core of what we do, we always feel it’s important to shed some light on our current economy and markets.

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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MWA June Market Update

We sincerely hope this finds each of you safe and well. What a year 2020 has been so far. The markets continue to be volatile and we cannot remember a time when there has been such a widespread disparity between what is happening in the economy and what is happening in the stock market. The Economy & Market We thought it would be helpful to share some hard data to illustrate this unprecedented market situation.

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them.

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.