Minnesota has a lot of large employers with publicly traded stock and generous stock plans. Here’s how to manage the risk while being mindful of taxes.
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Despite a growing selection of funds investors have centralized around a passive, low-cost strategy. Major names in the financial world have long touted the benefits of a passive approach. Vanguard founder John Bogle has become the face of the movement when he launched the first S&P 500 index fund available to the public in 1975.
Read More2015 was not the best show for the stock market. The S&P 500 ended the year up only a mere 3 percent. That may seem like a tiny return, especially when considering that not too long ago in 2013, the index surged 30 percent. This year has been similar (albeit slightly better) with the markets up but still only single digits.
Read MoreMarch was a month of Mixed Markets. The US Large Cap Asset classes performed very well while the majority of International Stocks declined across the board.
Read MoreIt's amazing how much can change from one month to the next. The stock market turned around from a terrible January and then some.
Read MoreWhen comparing different ETFs and mutual funds most investors only look at the expense ratio. While this is a good starting point there are other factors in play that should be considered as well. Bid/Ask spread, transaction costs (commissions),
Read MoreIn this Blog post I will share some of the funds that we currently use in our own practice and that I personally hold in in my own portfolio.
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