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.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Rates Hold Key to Potential Fourth Quarter Rally | Weekly Market Commentary | October 9, 2023
As October began, improving seasonals, dysfunction in Washington, D.C., and economic impact of higher interest rates garnered significant attention from investors.
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.
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