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

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.

read more
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.

read more

emailicon

Sign Up to Receive Our Newsletter