Accredited Investors Wealth Management?

Most of us need to work to support ourselves and our lifestyles. We cash a check and use the money to pay for things we need today or to cover anticipated future needs. But the question to ask yourself is: Does your money support your values or does money dictate them? Read more from Accredited Founder Ross Levin in his latest Star Tribune column. #spendyourlifewisely https://lnkd.in/gXRzaV74

There is a saying in philanthropy that one should give their time (committing hours to volunteerism), treasure (making donations to causes) and talent (determining your unique gifts and using them to foster causes important to you). Read more from Accredited Founder Ross Levin in his latest Star Tribune column. #spendyourlifewisely ? https://lnkd.in/gDZBagvp

I would like to think all I listen to in my car is highly technical financial planning topics I can then dispense to you in more relatable terms. But the truth is, sometimes I just want to rock out. So here are some financial ideas we can learn from my playlist. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. ? https://lnkd.in/gq_rX89q #spendyourlifewisely

Love summer, hate winter. Love dogs, hate cats. Love the Vikings, hate the Packers. Almost nothing is all good or all bad, yet we often feel a need to cast things as one or the other. This is lazy thinking. A skier might love aspects of winter, who doesn’t love cuddling a purring kitten and believe it or not, certain people from Wisconsin find highly unlikely redeemable features in the Packers. This binary thinking is problematic in finance because it makes us overconfident in an unknowable world. Let me give you an example. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/gqPaGhMf #spendyourlifewisely

I use a navigation app when I am trying to get somewhere because it often takes me on routes that I would not have uncovered myself: It might guide me to less traveled streets, but they are nonetheless roads. When you chart your financial course, you might want to be on a road, but you are really on a path. And as the poet Antonio Machado wrote, “The path is made by walking.” Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/dmUefnh3 ? #spendyourlifewisely

Accredited Investors Wealth Management? has been recognized as one of the 2024 Best RIAs to Work For by Financial Planning. For over 35 years, Accredited has delivered tailored wealth management services to ensure our clients enjoy peace of mind. Our team of more than 60 works collaboratively and creatively, providing empowerment to Spend Your Life Wisely?. We are incredibly proud of our entire team, and of the collective commitment to one another that has created our unique culture. https://lnkd.in/gHfky59S Disclosures: Recognition was published by Financial Planning in December 2024. Surveys were conducted in by Best Companies Group in October 2024. Accredited paid no fee to participate in this survey or to receive this recognition.?

Famous economist John Kenneth Galbraith once opined: “The only function of economic forecasting is to make astrology look respectable.” This Taurus recently attended our local financial planning association’s conference and was very interested in what a panel of economists had to say. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/gtmYyYbi ? #spendyourlifewisely

I love reading religious books from all religions. The lessons I receive from them have provided context for how I think about money and helped me explore important questions with our clients. So here are some religious ideas with a secular approach to financial planning. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/gq2gTmwB ? #spendyourlifewisely

Years ago, Gwyneth Paltrow famously referred to the ending of her marriage to Chris Martin as a “conscious uncoupling.” She wrote in an article for Vogue that she wanted to “be a family, even though [they] were not a couple.” It appears to have turned out OK for Gwyneth and Chris, and the concept may be similarly applied to your financial future. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/gxeRReMd #spendyourlifewisely

One of comedian Jack Handey’s Deep Thoughts is: “A good way to threaten somebody is to light a stick of dynamite. Then you call the guy and hold the burning fuse up to the phone. ‘Hear that?’ you say. ‘That’s dynamite, baby.’” Stock market volatility will likely escalate while the Fed wrestles with rate cuts, the U.S. faces a significant presidential election and unemployment creeps up as inflation creeps down. In this climate, the real question is how you don’t blow up your own portfolio. The easy answer is to think like a true investor, not a speculator. Read more from Accredited Founder Ross Levin in his latest Star Tribune column. https://lnkd.in/gkxktKg4 #spendyourlifewisely