Newsletter

Mitchell A. VanDenMeerendonk, CFP® | Wealth Manager

Bernicke Letter: December 2024

2024 Year in Review: Insights On Investing & Financial Planning As I am writing this newsletter, it’s hard to believe we are already in the

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Ty Bernicke, CFP® | President & CEO

Bernicke Letter: November 2024

Why You Shouldn’t Rush Financial Changes After The Election Back in 2008, we were amid the biggest financial crisis since the Great Depression. During my

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: October 2024

Inflation’s Hidden Impact: Are Consumers Losing Faith in the Economy? One of the interesting side effects of the monetary and fiscal stimulus over the last

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: September 2024

What Does The Jobs Market Tell Us About the Economy? Ah yes, jobs data. One of the most important pieces of information an economist can

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: August 2024

Volatility Returns and That’s Ok! “Variety is the spice of life”. So goes the old proverb taken from a poem written by English poet William

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: July 2024

Power Returning to the Consumer: A Happy Turn of Events It’s somewhat of a tradition in our family to grab fast food as we leave

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: June 2024

Rationalizing The Irrational As the father of three children ages 8, 5, and 2, I have the opportunity to deal with irrationality on a daily

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Dan V. Estenson CFP®, AIF® | Lead Wealth Manager

Bernicke Letter: May 2024

FAFSA Changes Create “Grandparent Loophole” for College Savings Accounts   Recent changes made to the 2024-2025 Free Application for Federal Student Aid (FAFSA) will make

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Ty Bernicke, CFP® | President & CEO

Bernicke Letter: April 2024

Exciting News! Introducing Our New Location in Minnetonka   Bernicke Wealth Management is expanding! We’re excited to announce our new office in the Crescent Ridge Corporate

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Learn why you may be able to retire earlier than you think.

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