Thursday, January 9, 2020
In December, Congress passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the SECURE Act. Besides proving that Congress can make an acronym out of almost anything, the bill – which went...
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New Look. New Location (soon). Better Red-Carpet Service! Companies are like living organisms, always evolving and changing. Changes in personnel, location, additional branches, processes, names, and logos are a few ways companies...
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Friday, September 6, 2019
Another school year has begun, and for some students it's senior year and college is the next step. For many colleges and universities, tuition is on the rise and it’s predicted to keep going up. This can hinder kids from getting...
Read MoreIf you ask an economist what makes them toss and turn at night, chances are they’ll tell you, “Fear of missing the warning signs of a recession.” After all, for anyone who studies the economy for a living, few things...
Read MoreChina has introduced a new weapon to use in the trade war with the United States. That weapon? Its own currency. On Thursday, August 1, President Trump proposed a new slate of tariffs on Chinese goods. In response, the Chinese central...
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LPL Research released their Mid-Year Outlook for 2019! We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and...
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No, we're not leaving the financial business. But we had a lot of fun creating chocolate truffles! Thanks to Kathy and her team at L'More Chocolat in Wayzata, we were able to experience how her delicious truffles are made! Team 360...
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There's more to retirement planning than putting money in your 401(k) or IRA. In fact, retirement planning is one of the most important financial goals you'll undertake during your lifetime. Do it right and you'll enjoy the things you...
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Well, tax season has (almost) come and gone. For adults like us, this time of year can be like a second Christmas. The stress of filing will soon be over, and some of us will have our tax refunds to look forward to. The question is:...
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The first half of February is typically full of hearts, flowers and candies. After Valentine's Day, we are reminded that Tax Day isn't that far away. Give yourself some love and make sure you are organized and prepared for this tax...
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The new year brings new opportunities for a fresh start, and many people have hopes of changing habits in their life in the upcoming year. Intentionally addressing your finances during the new year can allow you more freedom to live...
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As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. And we may take stock of any disappointments and re-calibrate as 2019 approaches. But in...
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“A player surprised is a player half-beaten.” – Chess Proverb The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion. But this...
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I present you with two quotes: “Democracy is the form of government in which the free are rulers.” – Aristotle “I tell you, all politics is applesauce.” – Will Rogers Whichever quote best describes...
Read MoreOnce every quarter, Team 360 leaves the office a little early, grabs lunch and heads off for an adventure. This quarter, the team headed to the apple orchard! But first, lunch at San Pancho Mexican Restaurant in Long Lake. The winding...
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What we don't know can hurt us. When it comes to investing, investing too conservatively for our goals may be just as damaging as investing too aggressively. How can individuals strike the balance between risk and return in selecting...
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Is your spouse in your investment loop? There was a famous fast-food TV commercial in the 80's in which Clara Peller asked, "Where's the Beef?" We suggest a much more important question: "Where's Your Spouse?" Of the tasks to deal with...
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Tuesday, June 26, 2018
Even if you’re not sure whether you’re going to retire at the age of 65, it’s still a good deadline to set to have your retirement plans in place, for when the time comes. That may require some careful calculations...
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Team 360 is dedicated to our clients and providing unparalleled service to each and every one of them. They do such a fabulous job doing this, and every once in awhile they are rewarded with an afternoon of fun activities and lunch!...
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Wednesday, May 2, 2018
If your final day at the office is fast approaching, chances are you are experiencing some retirement anxiety. That anxiety can come from a number of sources- saying goodbye to your career and coworkers, embarking on an uncertain...
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The headlines are filled with rumors of a trade war between the United States and China. You’ve probably heard by now that both nations have announced tariffs on many of each other’s goods. This has many economists...
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First Quarter Marked by Return of Volatility Market volatility resurfaced in the first quarter of 2018, following the stock market's calm and steady rise in 2017. This week's Weekly Market Commentary recaps first quarter stock market...
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Retirement can sound like a permanent vacation. When you awake on Monday, you will wake up when you want to wake up. No more alarm clocks and no more commutes to the office. One of our goals as financial advisors is to help put our...
Read MoreIt was a last minute decision but our team did the Polar Plunge! What's the Polar Plunge? The Polar Plunge is a fundraising event presented by the Law Enforcement of Minnesota to raise money for Special Olympics Minnesota and their...
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Please open your economic textbooks to page forty-seven, class, because it's time to talk about something you probably haven't thought of since college: tariffs. On Thursday, March 1, President Trump announced a new plan to institute...
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360 Financial Acquires True North Capital Alliance Press Release 360 Financial acquired True North Capital Alliance as of February 7, 2018. “The 360 Financial team approach, enhanced capabilities, and fiduciary standard will...
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Friday, February 9, 2018
Hello volatility, my old friend. By now, you’ve seen the headlines, full of scary-sounding words like rout and storm, plunge and crash. Whatever you want to call it, investors have certainly endured a rough time over the past few...
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Linda and Peter are worried about their financial future. "We want our one-year-old son, Raymond, to go to college, but we're concerned that in 17 years, the cost might be more than we can afford," says Peter. "We also need to save for...
Read MoreOn Thursday before the big game, we packed a couple of cars with the 360 Financial Team and headed to the heart of Minneapolis. The Convention Center was packed with football gear, activities, and everything else football related. Our...
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If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit...
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As the giving season approaches, there is one important item to add to your to do list: Create a holiday budget. Before the gift shopping and wrapping begins, take control of your wallet through financial preparation. Remember, you can...
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Wednesday, November 1, 2017
If you have a family, by now you’ve probably already put together a basic last will and testament. That’s a good start, but when was the last time you took a close look at your will? Since initially penning your will...
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Here at 360 Financial we put our clients at top priority, but also our staff! They are the friendly faces you see when you come in for an annual review and the voices that answer the phone.
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On June 13th, the advisors from 360 Financial participated in the Governor's Cup Golf Tournament at Whispering Pines in Annandale, MN. This event was held on behalf of the Minnesota Lions Diabetes, Hearing and Vision Foundations. With...
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The 360 Financial Team planned a fun client event at Brush Studio in West End on Wednesday June 7th. There was about 26 people total, including some of the team members. Every person got a blank white canvas in the beginning of the...
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Monday, May 2, 2016
Chances are you already have a last will and testament. (If not, that should be your first priority for the sake and sanity of your loved ones.) But you could also make life much easier for your loved ones (and yourself) if you prepare...
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Saturday, December 5, 2015
Last month, President Obama signed the Bipartisan Budget Act of 2015 into law. If you heard about this in the news, you likely know the law raises the debt limit, prevents a possible government shutdown, and ensures the United States...
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