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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...

*Update Radio apperance has been moved up to 4:30 pm today! If you missed it we will send out a reply.

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.

Jody's Financial Tips

Jody K. McDonough, CFP

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...

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...

Medicare Open Enrollment Begins October 15th

Peter G. Miles

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....

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...

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

This weekend one of our clients received the

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

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...

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...

St. Croix Wealth Management Holiday Party

Peter G. Miles

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!

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

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...

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...

Happy Thanksgiving

Peter G. Miles

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...

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!

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

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

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

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

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