Surety Wealth Group

Help your employees enroll in benefits that support their short- and long-term goals. Message Surety Wealth Group to learn how our Financial Wellness program can work with your workplace to support employees during open enrollment.

Surety is looking for the best candidate for the benefit of our clients! Our newly open position on the team gives a person the opportunity to work as a team, grow in his/her career, and see direct rewards for the growth of Surety Wealth Group as a whole. Reach out today if interested!

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.

Just in time for the tail end of the golf season...Surety Wealth Group golf balls have arrived and are ready to be put to use! Stop by the office and ask for your sleeve before your next 9 or 18.

We have the opportunity on a daily basis to work through some tough life events with our clients and their families. At times, especially when the most extreme events happen, there are tears shed and tough decisions made. This is why you have a trusted team to rely on! This morning a long-time client dropped off a note and some homemade treats as a way to say THANK YOU. What she does not realize is that we are grateful for her as well - these events help us to cope, learn, and become better for the next person that calls in an emergency. We love what we do!

Are you interested in a self-driven career that encourages teamwork but also gives you the opportunity to problem solve - and where you are rewarded for the team's success? Reach out to anyone on the Surety Wealth Group team for more information!

The rapid adoption of cloud computing and AI is significantly driving the expansion and modernization of data centers. Here’s an overview of the overall investment landscape.

The rise of the data center ecosystem Find out which underlying technologies and opportunities may be poised for significant growth.

One way to understand the value of a company is to compare its stock price relative to the earnings analysts expect the company to produce in the next year. Since Covid-19, the price/earnings (p/e) of large companies has increased, while those of smaller companies has declined. This indicates that smaller companies are relatively cheap. These trends may move either direction in the short-term, however, they often revert to normal in the long-term. Long-term strategic investors should consider the valuation discrepancy as an opportunity to review their current allocation with their Ameriprise financial advisor.

History shows that the difficult practice of staying the course — or buying stocks while others are selling — can pay off in the long run. Let’s connect to discuss.

Making sense of the recent market volatility The investor concerns that fueled the recent stock correction continue to linger.

Hard to believe it has been a year - happy 1-year anniversary Andy!

While grieving the loss of a loved one, it can be difficult juggle funeral planning and financial matters – on top of the emotional strain. This guide can help reduce stress during this difficult time.

Financial steps to take when you lose a loved one A checklist to navigate the financial decisions after the death of a close family member or friend.

“It's mid-August, and we are in a seasonally weak period for stocks. Volatility usually climbs in August and September, and an upcoming election in November may keep markets wound tight and susceptible to periodic downdrafts.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Stocks recently posted their best week all year: where did all the market volatility go? Get more expert insights by reading the latest Weekly Market Perspectives.

THANK YOU to everyone who was able to share school supplies for the children of the Friends of the Children Fargo Moorhead program as part of the Surety Wealth Group School Supply Drive! Each of these backpacks were filled to the brim with various needed supplies for these kids to start their school year. We are grateful for the Surety family!

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

“History, a little perspective, and a well-thought-out investment strategy usually go a long way in helping investors navigate the expected and sometimes unexpected turbulence that routinely develops across financial markets — particularly in August.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

It's not always sunshine and rainbows. But the occasional storm shower can help reset the deck chairs. Get more expert insights by reading the latest Weekly Market Perspectives.

What does your ideal retirement look like? Surety Wealth Group can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Ways to boost your retirement savings Rev up your retirement savings with these tips.

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. Surety Wealth Group can review your investment mix and see if rebalancing is right for you.

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

Both Andy and Matthew stepped away from the office this afternoon to be part of the Park Christian School annual golf scramble. Incredible organization and a fun time (with a little quality golf played as well)!

Don’t let emotions and market headlines impact your long-term goals. We're here to help you feel more confident during periods of market stress.

How to navigate market volatility Find out how to prepare and stay the course during the market’s ups and downs.

Over lunch today we hosted our monthly client educational workshops - this time with our friend Ryan Thuene sharing his perspective on current market and economic conditions. Knowledge truly is power (in decision making) - especially this week. Be sure to join Surety Wealth Group at our next monthly event!

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

Is the Fed behind the curve? Get more expert insights by reading the latest Weekly Market Perspectives.

This week is Surety Wealth Group's OFFICE PUPPY week as Nellie visits on and off (around meetings) to our Fargo office. No better way to brighten the mood than this girl!

Will Medicare cover all of your health care costs? Don't let common myths like this get in the way of building your dream retirement.

Breaking down 6 common retirement planning myths aking into account these 6 common retirement myths can help you create a more realistic retirement plan and withdrawal strategy.

Surety Wealth Group is growing and with that growth means that we need to have more room than our current location offers - the build out of the new home of SWG will take awhile but in 2025 you will find us in our new location ready to help even more new clients while also working to meet the needs of our current relationships. If you are ready to join the Surety family as a client or a team member, we will now have room for you! Exciting time ahead!

2 weeks remaining to share school supplies with the children that are part of the Friends of the Children Fargo Moorhead program. Thank you to everyone that has already brought in items to bless these kids!

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. Surety Wealth Group is here to help and guide you through the process of applying for these benefits.

What to know about Social Security survivors benefits Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

Did you know that all families should fill out the FAFSA, regardless of how much they earn? Let’s connect if you’d like to discuss strategies to save for your child’s education — and how FAFSA may play a role.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.