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Brianna Mooty joins Accredited Investors Wealth Management ®

Accredited Investors Wealth Management® is pleased to announce that Brianna Mooty has joined the firm’s wealth management team to further expand the breadth of the services to clients in the area of legacy planning.

Brianna joins as Director of Estate and Charitable Planning. She previously practiced at a Minneapolis law firm for seven years in the areas of estate planning, estate and trust administration, and philanthropic planning. In her new role, Brianna works closely with clients, their wealth management team, and their outside advisors toward realizing the clients’ estate planning and charitable goals.

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2017 Best Places to Work Award

For the third year in a row, Accredited Investors Wealth Management has been named one of the Best Places to Work by the Minneapolis St. Paul Business Journal, in its annual rankings of companies with 25-49 employees. Click here for details.

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Fred Semmer joins Accredited Investors Wealth Management

MINNEAPOLIS, Minn. – July 25, 2017 – Accredited Investors Wealth Management® is pleased to welcome Fred Semmer, CFA®, to the firm’s investment management team.

Fred joins the firm as an Investment Analyst and is a member of the investment group that manages client portfolios. He also coordinates with the firm’s Wealth Managers to create customized solutions to achieve client specific goals.

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Ross Levin in The Wall Street Journal on Cybercrime and Identity Theft

Ross Levin, CEO & Founder of Accredited Investors Wealth Management, recently spoke with The Wall Street Journal on the topic of cybercrime and identity theft.

Levin recounted a recent incident in which a hacker had accessed a client’s email account, and requested a $50,000 wire transfer. The request itself, claiming that the money was needed for a down payment on an investment property, was entirely plausible. The client’s spouse is a real estate developer, and such an investment would not be unusual. However, the fact that the request was received via email raised a red flag.

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Accredited Expands Parental Leave Policy

As reported by Bloomberg News and the Washington Post, a recent study concluded that parental leave benefits have decreased on average throughout much of the country in recent years. After undertaking a comprehensive review of its own policies, however, Accredited Investors Wealth Management recently announced a broad expansion of its parental leave benefits for both primary and non-primary parents, providing up to 16 weeks of fully paid leave, and placing the firm at the forefront of its industry with its approach to parental time off.

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The Upside of Uncertainty

Today’s inauguration of Donald Trump as President of the United States serves as proof positive that yes, 2016 really did happen. A year full of improbabilities becoming realities served as a good reminder that since the future is inherently unknowable, a sound investment strategy should never be based simply on attempts to predict short-term events.

In the investment world, January is sometimes referred to as the “silly season”, when market prognosticators emerge from their dens to enlighten the world with their predictions of how the market will perform in the coming year. We’ve never placed any value in such prophecies, and we are not alone. In his 1992 shareholder letter, Warren Buffett noted that he and his business partner had “long felt that the only value of stock forecasters is to make fortune tellers look good.”

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Jake Stancyzk joins Accredited Investors Wealth Management

Accredited Investors Wealth Management™ is pleased to welcome Jake Stanczyk, CFP®, to the firm’s wealth management team.
“Jake is an exciting addition to our growing firm,” said Becky Krieger, Senior Director for Wealth Management Teams. “Jake’s experience and ability to multi-task will be greatly appreciated by the team.”

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Levin: Tax cuts appear likely. Here’s how that affects you

What do we know will happen in 2017? Actually, very little. We know that there is going to be a new U.S. president. We know that there is a Supreme Court opening. We know that there are going to be several elections taking place in Europe.

There are many more things that we expect but don’t know. When evaluating what decisions to make, though, we are better off looking at scenarios that are more likely than not and appropriately weighing them rather than assuming changes will occur based on expectations from candidate statements.

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Levin: This year, skip the resolutions and try designing your life

Rather than spending New Year’s Eve on resolutions, what if you decided you were going to spend January designing your life? Prof. Dave Evans and Prof. Bill Burnett of Stanford write in their book, “Designing Your Life: How to Build a Well-Lived, Joyful Life,” “Your life is not a thing, it’s an experience; the fun comes from designing and enjoying the experience.”

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