Financial Insights Blog

Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...

Many children have a little ceramic piggy bank they joyfully drop spare change into if they are lucky to have some. Recently, my three-year-old niece...

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...

Market Insight - July 2022 While I do live in an outer ring suburb of Minneapolis, I was surprised to hear that a local police officer had spotted a...

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...