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.

Learn More

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.

Learn More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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.

Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

Happening Now

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.

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