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Tuesday, August 4, 2020

 

Tuesday, June 9, 2020

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...

 

Thursday, May 28, 2020

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...

 

Wednesday, May 13, 2020

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...

 

Tuesday, April 14, 2020

 

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Monday, April 13, 2020

Peter 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...

 

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.

 

Thursday, April 9, 2020

Today 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.

 

Monday, April 6, 2020

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...

 

Monday, November 5, 2018

One 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...

 

Friday, October 12, 2018

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....

 

Thursday, May 31, 2018

St. 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...

 

Wednesday, May 16, 2018

Join 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

 

Monday, March 26, 2018

This weekend one of our clients received the

 

Sunday, March 25, 2018

A 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

 

Friday, March 23, 2018

You 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...

 

Tuesday, January 16, 2018

We 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...

 

Saturday, December 16, 2017

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!

 

Thursday, December 7, 2017

Peter and Greger going back to their roots and enjoying a Scandinavian delicacy! Even Peter's daughter, Amelia enjoyed her lutefisk dinner.

 

Friday, December 1, 2017

The 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...

 

Tuesday, November 21, 2017

On 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...

 

Tuesday, November 21, 2017

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...

 

Saturday, November 11, 2017

We 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!

 

Monday, October 23, 2017

Click link below to view our Weekly Market & Economic Update. Weekly Market & Economic Update

 

Tuesday, October 17, 2017

It'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

 

Monday, October 16, 2017

Click the link below for our Weekly Market & Economic Update. Weekly Market & Economic Update

 

Monday, October 9, 2017

Click link below to view our Weekly Market & Economic Update. Weekly Market & Economic Update

 

Monday, October 2, 2017

Click for Weekly Newsletter

 

Monday, October 2, 2017

Our thoughts and prayers are with the victims and their families of the deadly shooting in Las Vegas.