Birchwood Insights and News

Recent Tax Law Changes

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...

Market Insights - April 2017

Market Insights - April 2017

By Steve Dixon, CFA

Market Insight - April 2017 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...

Cybersecurity and Client Data Protection

By Steve Dixon, CFA

The US government has identified cybersecurity as “one of the most serious economic and national security challenges we face as a nation.”1  As technology progresses at a rapid pace, financial services firms are faced with a host of cyber threats.  Firms like ours are not only the holders of...

Should We Stay or Should We Brexit

By Steve Dixon, CFA

On June 23rd, Britons go to the polls on the issue of whether to remain in the European Union (EU) or dissolve the relationship over the ensuing two years. A vote to remain in the EU may well leave little changed and a return to the current status quo. A vote to leave opens a flood of unknowns that...

Market Insight

By Steve Dixon, CFA

I’ve always had a fascination with the night sky, watching the stars and learning to identify planets and constellations. I remember “camping” in a friend’s backyard when I was young and watching the northern lights, back when they were still visible from Minnetonka. Last fall, I got a rare treat...

Tax Considerations for 2017

By Steve Dixon, CFA

As 2016 nears its end, we wanted to make you aware of some changes that may affect your taxes in 2017 and a few things to consider yet for 2016. We encourage you to work with your tax professionals before the end of the year to address any actions you should take.

Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.