Font Size:

Newsroom - 2022

Top 10 Things to Do Before 2022 is Over
posted Thursday, December 8, 2022
The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review.
The A, B, Cs of Medicare
posted Tuesday, November 1, 2022
If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone. According to the Centers for Medicare & Medicaid Services (CMS), almost 64 million Americans were fully enrolled in the Medicare program in October 2021.
How to Find an Advisor You Can Trust
posted Wednesday, October 5, 2022
Several years ago, I met with a wealthy widow who had been quite a bit wealthier before meeting Mr. Bernie Madoff. After that devastating experience, she was very concerned about finding an advisor she could trust to act in her best interest. I know she is not the only person who has questions and concerns about finding a reputable, honest and skilled wealth advisor. If you are in this boat, I've created a list of five criteria that should be an absolute requirement when vetting a new advisor.
Why The Location Of Your Investments Matters
posted Wednesday, September 7, 2022
Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you've selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?
Tax-Loss Harvesting: Making Lemonade out of Lemons
posted Wednesday, July 6, 2022
Like kingdoms, tides and my teenage daughter's emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. I will break down this strategy into the three “P”s: principle, process and payoff.
Prepare Your Portfolio for Midterm Elections
posted Wednesday, June 1, 2022
Midterm elections are just a few months away. This can mean only one thing … a flurry of political ads interrupting your favorite television shows. All jokes aside, you can also expect to see plenty of platforms built around the President's handling of the pandemic, the response to Russia's invasion of Ukraine and our current economic landscape.
How an Advisor Helps His Daughter Search for Her Dream College
posted Wednesday, April 6, 2022
I feel like the surgeon who is operating on his own child. Well, not exactly. Let me explain. I'm not a surgeon. I'm a wealth advisor, specializing in the financial aspects of college planning. And fortunately, my daughter is not on the operating table. She's a high school junior, currently scouting colleges.
Rhonda Maassen joins Northwest Bank as Wealth Client Service Specialist in Spencer
posted Monday, March 14, 2022
Alex Johnson, Wealth Advisor at Northwest Wealth Management is pleased to announce Rhonda Maassen has accepted the position as Client Service Specialist in Spencer. Rhonda joins Alex Johnson who each began at Northwest in early February.
2021's Investment Lessons
posted Wednesday, March 2, 2022
Every year, the market gifts us invaluable lessons on investment strategies. While each year is different, many of these lessons are reinforced or repeated year after year; that's why one of my favorite sayings is that there's nothing new in investing, only investment history you don't know. Before you read the 10 lessons 2021 taught us, I want you to remember one important takeaway: When investing, imitate the lowly postage stamp. This small object does one thing but does it well – sticking to its letter until it reaches its destination. My greatest hope is that you stick to a plan until you have reached your financial goals! Now to my top 10 lessons learned in 2021….
Alex Johnson joins Northwest Bank as Wealth Advisor in Spencer
posted Friday, February 11, 2022
Eric Van Der Heide, President at Northwest Wealth Management is pleased to announce Alex Johnson has accepted the position as Wealth Advisor with Northwest Wealth Management in Spencer. Alex joins Dean Jacobsen, also a Wealth Advisor in Spencer. Northwest Wealth Management, an affiliate of Northwest Bank, offers comprehensive financial planning, retirement planning, investment management, and retirement plan services to individuals and families, large and small companies, and non-profit foundations.

Top 10 Things to Do Before 2022 is Over

The A, B, Cs of Medicare

How to Find an Advisor You Can Trust

Why The Location Of Your Investments Matters

Tax-Loss Harvesting: Making Lemonade out of Lemons

Prepare Your Portfolio for Midterm Elections

How an Advisor Helps His Daughter Search for Her Dream College

Rhonda Maassen joins Northwest Bank as Wealth Client Service Specialist in Spencer

2021's Investment Lessons

Alex Johnson joins Northwest Bank as Wealth Advisor in Spencer

Call 877.207.0994