Birchwood Insights and News

Steve Dixon Quoted in Green America Article

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.

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...

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...

Your Risk Management Plan: What factors should contribute to investment decisions?

By Steve Dixon, CFA

Market Insight - August 2017 Investing is and has always been a balancing act of contradictions. President Harry Truman complained that he wanted someone to “give me a one-handed economist. All my economists say, ‘on the one hand…on the other’”. In today’s environment, we have elevated asset values...

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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.