Now that we have an updated tax code, what should you expect from the markets and the economy overall in the coming year? It’s always been true that changes to the tax code create unexpected benefits and consequences. This time will be no different. Tax code changes Prior to reform, the U.S. corporate rate was …
financial advice
Financial Advice for the New Year
2017 was certainly an interesting year in the world of finance. The gains in the stock market surprised nearly everyone. But will the good news continue in the year ahead? How will things change? We don’t know what the future holds, but great advice is timeless. To help start the new year off right, I’ve …
Dunncreek Advisors Named Five Star Wealth Manager!
Exciting news! Dunncreek Advisors was recently named a Five Star Wealth Manager by Mpls. St. Paul Magazine! We are thrilled by this recognition and proud to offer top-rate service to our customers. Thank you, Mpls. St. Paul Magazine, and thank you to all our clients who motivate us to go the extra mile each and …
Five Investing Traps to Avoid
We all know somebody who thinks they’re the smartest person in the room. They know the best vacation spots, the hottest bands—and the best wealth building ideas. But just because they know the difference between echidnas and enchiladas doesn’t mean they’re a financial wizard. Chances are you’ll run into one of these people at a …
Who Needs Friends?
I remember the time my sales training coach said, “We are not trying to make friends. I got all the friends I need. What I need is more clients.” He was urging us to be more direct in asking a prospect to buy our products. Like a lot of people, this was challenging for me. …
Why Aren't My Investments Doing What I Expected?
Have you ever opened up your investment account statement to find yourself disappointed in the numbers you’re seeing? Many investors are surprised, and often dismayed, by the performance of their investments. The problem might not be the investment, however. It might instead be that you didn’t have a realistic understanding of your investments from the …