Birchwood Insights and News

By Steve Dixon, CFA

The global economy is built on expectations. Understanding and evaluating different potential outcomes underlie how we make economic decisions. Confidence in our decisions depends on our perception of the ability to see clearly into the future. That fact was displayed in late-July when Facebook...

By Steve Dixon, CFA

It has been quite some time since the phrase “cash is king” has been uttered. In general, the idiom has been used to make the case for investing in cash securities, despite the unremarkable growth potential of the asset class. The benefits of investing in an asset that is likely to preserve its...

By Steve Dixon, CFA

I’m sorry that my letter happens to be delayed this quarter. While finishing a first draft, the stock market reminded us all of its unpredictability and potential for sudden course corrections. Instead of sending this letter out in its original and dated form, we felt it obviously imperative to...

By Steve Dixon, CFA

For the third year, Birchwood Financial Partners has been rated as one of the Top 10 Financial Advisory Firms in Minneapolis, St. Paul and Edina by AdvisoryHQ. AdvisoryHQ's review shared the key factors for Birchwood to be included in the review:

By Steve Dixon, CFA

Defying the expectations of many market pundits, the stock market has continued higher in a nearly unchecked rise in 2017. The flawed, but tirelessly reported level of the Dow Jones Industrial Average (“DJIA”) teased 18,000 in the days leading up to last November’s elections. Fast-forward eleven...

By Bridget Handke, CFP, CAP

Bridget Handke, a Birchwood Financial Advisor, was recently quoted in an article on Discover.com titled, "3 Life Events That Require Family Financial Planning."

By Steve Dixon, CFA

Steve Dixon, Birchwood's Investment Manager was recently quoted in an article by Green America titled, "Social Investing at Every Age." Steve shared with Green America that your financial plan in your 20s should emphasize making saving for retirement part of your routine.

By Steve Dixon, CFA

Birchwood Financial Partners was named to the 2017 Financial Times 300 Top Registered Investment Advisers. This list recognizes top independent RIA firms from across the U.S. This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites...

By Steve Dixon, CFA

We want to make you aware of recent Minnesota tax law changes. We encourage you to work with your tax professionals to address any actions you should take. Social Security Benefits Allows a subtraction for an amount of Social Security benefits, up to a maximum amount. The maximum subtraction is...

By Steve Dixon, CFA

The first three months of the year have proven to be very agreeable for investors, perpetuating the antithesis of Murphy’s law. If you recall, Murphy’s law states that “anything that can go wrong, will go wrong”. The adage has always struck me as a sort of seasoned pessimist’s guideline for...