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COVID-19 (Coronavirus) Updates

The COVID-19 situation, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world. No one knows what the next days, weeks, or even months might bring, but we remain committed to offering you insight and financial guidance:


                                                               - 2020/2021 Tax Guide: a great resource for important tax information
                                                               - LPL Research Presents Outlook 2021: Powering Forward 
                                                               - Most recent Weekly Market Commentary (released on Mondays)
                                                               - Most recent Market Performance blog post 
                                                               - Avoiding COVID-19 Scams

If you have any questions or concerns, please do not hesitate to contact your advisor:

Matthew Hardyman:  651-388-9594 ext. 3
          Timothy Kelly:  651-388-9594 ext. 2
             David Ritter:  651-388-9594 ext. 4
         Douglas Ritter:  651-388-9594 ext. 1
             John Walsh:  952-925-4188
        Coleman Kelly:  952-925-4188
       Robert Mattson:  507-206-4063
    Carolyn Oberfeld:  651-994-4827
           Robert Ziller:  507-289-2691

Note:   In order to prioritize the health and safety of our clients and staff, we have decided to suspend all in person meetings. The advisors will continue to offer a phone call or Zoom meetings, thank you in advance for your understanding. 


Below are some resources for staying up-to-date from our broker dealer, LPL Financial: