Stone Arch Advisory Group, Edina, MN Videos

Wishing you the happiest and most relaxing Labor Day. Here’s to everything you’ve achieved and all that is to come. Enjoy!

P&P Stat #2
You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money. Ready to increase your peace of mind? Reach out today and let's start a conversation. https://www.stonearchadvisorygroup.com/contact.htm

Big Tax Changes Are Coming
We get it, no one’s excited about talking taxes. But the coming changes are going to be especially impactful for business owners and the wealthy. The good news is, there’s still time to prepare and turn this into an opportunity. So reach out and let’s start planning. Contact us today: https://www.stonearchadvisorygroup.com/contact.htm

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Happy 4th of July to you and those you care about. I hope your year gets filled with joy, beauty, and celebration. Here’s to life continuing to get bigger.

You’re unique. So why use generic financial advice? We’ll ask deeper questions about you and your situation to identify any gaps. Then with your finances in focus, we’ll create a plan that protects your family and will give you long-term value. Let’s get started today.

Congrats on starting a new business! Let’s make sure you're financially prepared. Remember, I’m always here to help.

For your kids, college could be a unique and singular experience. For you, it could be an incredibly expensive one. It’s possible that their first semester is years off from now, but it’s never too early to think about saving for it. Start with reading this Average Cost of College article now, and then reach out to me to discuss how you can make their experience, whenever it happens, both invaluable and affordable. https://www.northwesternmutual.com/life-and-money/how-much-average-cost-of-college-tuition-bachelors-degree/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=077137

Memorial Day
This Memorial Day, we honor the brave souls who made the ultimate sacrifice in the service of our nation.

Armed Forces Day 2024
Today, we salute the brave heroes protecting our nation. How will you pay tribute to our troops on this Armed Forces Day?

Good vs Bad Debt
If you’re in your 30’s, you might have some debt— student loans, credit cards, maybe a car payment. But did you know that some debt is considered good and some bad? To see how to manage debt and get some proven repayment strategies, check this out https://www.northwesternmutual.com/life-and-money/guide-to-financial-planning-in-your-30s/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=planning_field&utm_term=planning-in-your-30s-debt&agentid=077137

Mental Health Awareness Month
Financial planning goes beyond the numbers. It's about creating a future where your mind is at ease. Let’s work together to build a solid foundation.

Mother's Day 2024
This Mother’s Day, we’re putting our hands together for you. Today, on your special day, we wish you joy and happiness. Go ahead and make this day all about you — because it truly is.

Charitable Giving
By developing a solid charitable giving strategy, you can maximize the impact your philanthropic efforts have on the causes that matter most to you. Reach out and lets have a conversation! https://www.stonearchadvisorygroup.com/contact.htm

Financial Planning in Your 30's: Net Worth
So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, we can make a financial plan to get you to your goals. For more, look here https://www.northwesternmutual.com/life-and-money/guide-to-financial-planning-in-your-30s/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=077137

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Happy #askstonearch day! Today we tackle a big question that happens to be on lots of people's minds: "How do you tackle debt?" Tune in as Co-Founder and Partner Alex Wieme, CFP® discusses debt strategies with his clients. #debt #financialplanning #financialadvisor #financialwellness

MLK Jr. Day
Happy #MLKday everyone. What a man he was, and what a legacy he left. Our way of honoring him is making sure we are always doing the right thing for the people around us. How do you celebrate the life and legacy of Martin Luther King, Jr.? Please note: in observance of #MLKday our offices are closed. We will resume regular business hours tomorrow, Jan. 16.

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We're excited to bring to you another #askstonearch video! Today you will hear from Co-Founder and Partner Craig Volk, RICP® about one of the most common questions we receive: "How does my financial advisor get paid?" Craig explains a couple of different ways your financial advisor will receive compensation and the primary way that the advisors at Stone Arch Advisory Group are compensated. Tune in! Have another question? Email Marketing Director Jenna Allerson at [email protected] to submit your question! #askstonearch #feebasedplanning #financialadvisor #wealthmanagement

Investment Series Cake
Like baking a cake, a good financial plan demands the right ingredients, but the end result can be really sweet (who doesn’t love a dessert metaphor?). If you’re looking to reach your financial goals, or have your cake and eat it, too, take our Good Plan quiz now, and find out more about what makes a financial plan good: https://www.northwesternmutual.com/life-and-money/quiz/do-you-know-what-makes-a-good-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge-financial-planning&utm_content=lm_quiz_whatmakesagoodfinplan_field&utm_term=cake&agentid=077137

NYNotes
Did you know only 9% of people keep their resolutions each year? We can do better than that. Thing is, without a plan, our dreams and ambitions are just potential. So let’s make that plan to make real progress. Take the first step to reaching your goal: contact us today! https://www.stonearchadvisorygroup.com/contact.htm

Financial Wellness
At times, finances can be challenging. We’ve all been there. But that’s where the team at Stone Arch Advisory Group can help. Our study shows that 75% of people who work with a financial advisor feel more confident about their money. So reach out and let’s make a plan that will have you feeling good. *Planning and Progress Study, 2023 #wellnesswednesday #financialwellness #financialwellnesstips