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.
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Happening Now
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
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