A Full Service Financial Consulting Firm
The investment climate has never been more exciting or more challenging than it is today.Click below to learn more about the “what’s” and “how longs” of transferring.
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Kris Thorvaldson
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Corporate America Cleared a High Bar This Earnings Season | Weekly Market Commentary | November 24, 2025
A strong beat rate and another quarter of double-digit earnings growth proved corporate America’s resilience, bolstered by mega cap technology’s artificial intelligence (AI) investment. Here we recap third quarter earnings season, when more stayed the same than changed. Hat tip to profit margins.
Early Keys to 2026 | Weekly Market Commentary | November 17, 2025
As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.
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