Financial Plan | Personalized Report | Financial Advisor - Minneapolis

Bob Lawson, Financial Expert Witness, Securities Expert Witness, FINRA Arbitration

Apr 8

April Economic Update

Market Summary Technology stocks slowed, small cap stocks outperformed, and everyone is trying to piece together an increasingly mixed...

Mar 12

March Economic Update

Market Summary The major US stock indices had somewhat of a choppy month in February but managed to post into positive territory. Of note...

Feb 8

February Economic Update

Market Summary After a shaky start for 2024, most of the major US stock indices managed to rebound for the month of January in a similar...

Jan 5

January Economic Update

Market Summary December ended the year with the stock market posting another monthly gain due in large part to the Federal Reserve...

Dec 6, 2023

December Economic Update

Market Summary November saw the major US market averages retrace higher to test the past summer’s recent highs. There wasn’t a single...

Nov 28, 2023

Adjusting Your Portfolio as You Age

If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in...

Nov 7, 2023

November Economic Update

Market Summary The major US stock market averages slid lower for a third consecutive month in October, although most of these losses have...

Oct 28, 2023

Should You Prepare to Retire on 80% of Your Income?

A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this...

Oct 6, 2023

October Economic Update

Market Summary The recent market pullback continued last month in light of renewed concerns regarding higher interest rates, inflation,...