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Levin: Buying or selling a house? Get ready for a soft market

The interesting thing about commerce is that it is pretty simple. The value of anything is what someone is willing to pay for it. Whether it’s a baseball team, a bitcoin, or a stock, this is just the way it is. Some things may have more intrinsic value because they produce an income stream – a business or a dividend paying stock, for example. Some things may have more expected value because you may be able to grow that income stream, for example a vacant shopping center. But the price for stocks and businesses are still set by buyers.

So let’s take feelings out of our decisions, and for a moment, look at a decision that may need to be more pragmatic. The value of your home is what someone is willing to pay for it. In the fake science of home buying, you can look at comparable home sales, replacement costs, average time to sell or any other measurement you want. These statistics may hold some value, but the bottom line is that the person who wants your home may have a price in mind that doesn’t match the one you might want or need.

I think this is going to be a more important time to be pragmatic because there are going to be a couple of factors that are going to shrink the home buying pool across virtually all sectors: the new tax law and potentially rising interest rates.


Be Our Guest 2018 – Benefiting The Foundation for Financial Planning

Accredited Investors Wealth Management® is pleased to once again participate in the “Be Our Guest” program administered through the Foundation for Financial Planning. We invite wealth management firms near and far to come take a look around our office to better understand how we serve clients. We are opening our doors to you on Tuesday, June 12, 2018. Leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. We will be sharing everything from our talent sourcing and hiring practices, to tips on how we attract new clients, what we deliver to them, and lessons we’ve learned over the years.


Jeff Baumgartner joins Accredited Investors Wealth Management®

MINNEAPOLIS, Minn. – February 6, 2018 – Accredited Investors Wealth Management® is pleased to welcome Jeff Baumgartner, CPA, to the firm’s wealth management team. Jeff joins the firm as a Wealth Manager and brings experience in accounting and management consulting including risk management, engagement economics, contracting, delivery, and compliance. He is a member of the […]


Accredited Investors Wealth Management® Hires Two New Team Members

MINNEAPOLIS, Minn. – January 23, 2018 –Accredited Investors Wealth Management® is excited to announce two new hires to the firm’s wealth management team: Michael Murray and Debora Terrell. Both are responsible for wealth planning analysis and the execution of planning strategies.   Prior to joining Accredited, Michael Murray completed an internship at a wealth management […]


Levin: Is it time to get out of the market? Only if you need money short-term

Have you ever seen little kids swimming even after their lips turn blue and their teeth are chattering? They eventually come out of the water, but long after rational adults would.

Welcome to the U.S. stock market. Stock valuations are the highest they have been since the tech bubble, with valuations rising 25 percent over the last three years, yet the kids aren’t even making waves.


Levin: Here are some key tax issues to consider right now

We all know that the House tax reform proposals won’t go through as proposed. While the concept of simplifying the tax code is admirable, simple is not easy. When you throw in a good dose of politics because people hate having things stripped from them, well simple is virtually impossible.

Some of the proposals might benefit you and some won’t, so let’s not concern ourselves with that. But there are some important things that you might consider doing before year-end regardless of what the final package looks like. I am going to mix in some technical with the practical, so bear with me.


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.


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.