We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
BLOG
Nepsis Unveils New Minneapolis Headquarters at Two Meridian
January 17, 2025
Big news for Nepsis—we’ve officially moved into our new headquarters at Two Meridian in Minneapolis! This space represents more than…
READ
BLOG
Top 10 New Year’s Financial Resolutions
January 15, 2025
1) Create and Stick to a Budget Budgeting is one of the simplest yet most foundational elements of financial planning.…
READ
BLOG
Financial Position Review
January 8, 2025
As we are beginning a new year, it’s great to take the time to review your financial progress from the…
READ
BLOG
5 keys to integrating a tax firm into your wealth management practice
December 24, 2024
Merging a tax firm with a wealth management practice is no small feat, but it can unlock tremendous value for…
READ
BLOG
The New (and Necessary) Face of Wealth Management
December 18, 2024
In an increasingly complex financial world, the individual investor expects more than just portfolio growth from their investment professional —…
READ
BLOG
Inaugural Survivor Winner Richard Hatch Ordered to Pay $3.3M Tax Bill
December 13, 2024
Tax troubles don’t just disappear—just ask Richard Hatch, the first Survivor winner, who was recently hit with a $3.3 million…
READ
BLOG
The Importance of Regular Insurance Reviews
December 11, 2024
In the fast-paced world we live in, it’s easy to overlook the importance of regularly reviewingyour insurance policies. However, taking…
READ