The best returns are more than financial


Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:

Wayzata office

641 East Lake Street, Suite 230
Wayzata, MN 55391

Bozeman location*

81 Rocking Horse Drive
Bozeman, MT 59718
*Cannot receive mail at this location

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation. 

Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

Read more