Blog
Declutter and dust off your credit in quarantine

Many of us have been sheltering in place for so long that we forget what day it is (Blursday, anyone?). You might feel helpless being stuck at home so much, but there are ways to make good use of this time and impact your finances in...
Read MoreMarket Matters

A new milestone was reached as COVID-19 candidate vaccines began being tested in human clinical trials at record speed. Meanwhile, economic data over the last week continues to indicate a recession but is also showing signs of life...
Read MoreJody's Financial Tips

Have you considered how current interest rates work with your life insurance policy? Jody’s Financial Tip Review your life insurance policy Interest rates are one of the components used by insurance companies to calculate...
Read MoreShow All
Peter G. Miles - WCCO Radio replay
Monday, April 13, 2020Peter Miles was featured on the WCCO Radio - Paul & Jordana Show last Thursday, April 9th. He was originally schedule to be on at 5:30 pm but at the last minute they asked him if he could go at 4:30 pm to accommodate the President's...
Read MoreUPDATE - WCCO - Paul & Jordana moved to 4:30 pm
Thursday, April 9, 2020*Update Radio apperance has been moved up to 4:30 pm today! If you missed it we will send out a reply.
Read MoreWCCO - Paul & Jordana
Thursday, April 9, 2020Today at 5:30 pm, Peter Miles will be on WCCO Radio with Paul and Jordana. Answering questions on the Cares Act and in particular the Paycheck Protect Program.
Read MoreJody's Financial Tips

Concerned over the balances in your accounts?? What can you do?? Do you cringe when you look at the balance in your Retirement account or your savings account? Are you not looking? Deep down, does the loss scare you--? Do you think to...
Read MoreViking's Salute to Service
Monday, November 5, 2018One of clients, Arthur, along many with many other servicemen and women were honored at the Minnesota Vikings game this last Sunday. Thank you Starkey Hearing Technologies for hosting Arthur and his son, Wayne in your suite. And most...
Read MoreMedicare Open Enrollment Begins October 15th

At St. Croix Wealth Management, we are here to help you navigate your options and assist you in applying for Medicare coverage that is best for you. Contact Jody today to schedule a personal consultation to review your options....
Read MoreAdvisors Magazine - Article
Thursday, May 31, 2018St. Croix Wealth Management was recently featured in the May issue of Advisors Magazine. Peter Miles was interviewed on our approach to financial planning and our commitment to helping all people navigate their financial journey. We...
Read MoreIt's Just Happy Hour
Wednesday, May 16, 2018Join us on May 24th for It's Just Happy Hour. Come meet new people and make a local connection. We are hosting at our Oakdale, MN Office from 4:00 - 6:00 pm. It's Just Happy Hour Invite
Read MoreWomen's Appreciation Luncheon
Monday, March 26, 2018This weekend one of our clients received the
Read MoreIRS Releases Updated Form W-4 and Withholding Calculator
Sunday, March 25, 2018A new Form W-4 is available to help make sure you have the right amount of tax withheld from your paycheck. IRS Releases Updated Form W-4 and Withholding Calculator
Read MoreThere's Still Time to Contribute to an IRA for 2017
Friday, March 23, 2018You can contribute to a traditional IRA, a Roth IRA, or both, as long as your total contributions don't exceed the annual limit (or, if less, 100% of your earned income). You may also be able to contribute to an IRA for your spouse for...
Read MoreWelcome to our newest addition!
Tuesday, January 16, 2018We would like to welcome our newest addition to your team, Winston, our official Greeter. Winston is a Soft-coated Wheaten Terrier and touted to be hypoallergenic with little to no shedding. Winston comes to us from Wheatens of the...
Read MoreSt. Croix Wealth Management Holiday Party

What a great team! We are so thankful and blessed to be working together. From our St. Croix Wealth Management Family to yours, Merry Christmas and Happy Holidays!
Read MoreLutefisk Dinner with St. Croix Wealth Management
Thursday, December 7, 2017Peter and Greger going back to their roots and enjoying a Scandinavian delicacy! Even Peter's daughter, Amelia enjoyed her lutefisk dinner.
Read MoreMarket Month Review: November 2017
Friday, December 1, 2017The Dow soared over 300 points on the last day of November to close above 24000 for the first time in its history. Hopes for a tax overhaul may have contributed to investor confidence in equities. Each of the benchmark indexes listed...
Read MoreProposed Tax Reform Legistration
Tuesday, November 21, 2017On November 16, 2017, the House passed its version of the Tax Cuts and Jobs Act. On that same day, the Senate Finance Committee approved its version; it can now be considered by the full Senate. If the Senate approves its version, the...
Read MoreHappy Thanksgiving

During this time of Thanksgiving, we would like to Thank each and everyone of you for being a part of our family. We appreciate the time you spend with us and trust you bestowed on us. We are honor to work side by side with you on your...
Read MoreVeterans Day - Thank you
Saturday, November 11, 2017We want to Thank all the men and women whom have served and are currently serving serving our great county! From all of us at St. Croix Wealth Management Thank you!
Read MoreWeekly Market & Economic Update
Monday, October 23, 2017Click link below to view our Weekly Market & Economic Update. Weekly Market & Economic Update
Read MoreFinancial apps and websites for our children
Tuesday, October 17, 2017It's never too young to young to start teaching our children about money and finances. Our children are tech savvy and these apps and websites will help them grow financially. WSJ - Apps and Websites That Teach Tweens and Teens About Money
Read MoreWeekly Market & Economic Update
Monday, October 16, 2017Click the link below for our Weekly Market & Economic Update. Weekly Market & Economic Update
Read MoreWeekly Market & Economic Update
Monday, October 9, 2017Click link below to view our Weekly Market & Economic Update. Weekly Market & Economic Update
Read MoreLas Vegas Shooting: 58 Killed and More Than 500 Hurt Near Mandalay Bay
Monday, October 2, 2017Our thoughts and prayers are with the victims and their families of the deadly shooting in Las Vegas.
Read More