Birchwood Insights and News

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.

Presidential Cycles and the Markets

Presidential Cycles and the Markets

By Steve Dixon, CFA

Only one thing is certain as we approach the U.S. presidential election in early November, the Twins won’t be world champions this season. Well, maybe there’s one more thing, in January the Obamas will need to turn in their keys to the White House. Occasionally we get asked about how the...

Market Insight - Importance of Long-Term Strategy in Global Markets

Market Insight - Importance of Long-Term Strategy in Global Markets

By Steve Dixon, CFA

In keeping a review of 2015 brief, I’m attempting to live by the wise words of Bambi’s bushy-tailed friend Thumper, “if you can’t say somethin’ nice, don’t say nothin’ at all”.  While Birchwood enjoyed celebrating its 25th year in business, last year will go down as a disappointing one for...

Birchwood Ranked Among Top 10 Advisors

By Steve Dixon, CFA

Birchwood Financial Partners was recently ranked in 2015 among the “Top 10 Financial Advisors in Minneapolis, St. Paul and Edina.” Advisory HQ News is one of the fastest growing review and ranking media for the financial advisory sector.  To read the full article click here. 

Market Insight - Reducing the Capital Market to its Fundamentals

Market Insight - Reducing the Capital Market to its Fundamentals

By Steve Dixon, CFA

A few days ago, my six year-old son asked me what I do for work.  It took me a moment to come up with an answer that I thought would make sense to him and that was fairly close to the mark.  I told him that I help people make more money.  His curiosity was now piqued, for this is something that his...

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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.