Dealing with the unexpected; a short case study

Dealing with the unexpected; a short case study

by | Aug 12, 2021 | Blog

We have one young client, a chap in his twenties. In fact, he’s our only client in that age group. His is an interesting story but not one we’d really like to see very often, for obvious reasons.  Unfortunately, this young man was involved in a serious...
Getting his affairs in order; a case study

Getting his affairs in order; a case study

by | Aug 5, 2021 | Blog

We were introduced to a retired GP and his wife by an accountant about three years ago. Over many years the GP had taken it upon himself to handle all manner of investments on their behalf. He had some small-ish amounts invested, some...
When a potential client comes to us…

When a potential client comes to us…

by | Jul 29, 2021 | Blog

People come to us because they have an issue or a problem of some kind. They don’t often come to us if they’re totally clear about how they want to invest a lump sum or address some financial issue that’s been nagging away...
The Most Philanthropic Retirements of All Time

The Most Philanthropic Retirements of All Time

by | Jul 20, 2021 | Blog

Viola Ausherman Viola Ausherman was a retired primary teacher. She taught in Rothsay, Granite Falls, Detroit Lakes and Atwater before joining the elementary staff in Willmar, where she taught primary grades for 15 years. Teachers make a difference in communities every...
What You Need to Ask Before Buying a Home

What You Need to Ask Before Buying a Home

by | Jul 8, 2021 | Blog

Starting the home buying process can be like taking a crash course in a different language, especially if you’ve never bought before. There are so many unique variables and possibilities, it’s almost impossible to have a complete grasp on the intricacies of the real...