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FINANCIALLY FOCUSED
March 2020 Newsletter |
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Having you for a client means that I’ve been granted the luck O’ the Irish!
Happy St. Patrick’s Day!
We’ve made it to March so spring can’t be too far behind. How many more snowstorms do you think we will have to endure in South Dakota? That most famous weather forecasting groundhog, Punxsutawney Phil, did predict that warmer days are apparently ahead. (Although, we did read, he is only correct about 39% of the time.) We will see . . .
Speaking of seeing . . . if you have driven around the Sioux Falls area recently and looked up, you may see our smiling faces on a few billboards. We love getting the advertising, but we don’t want to be responsible for any major, or even minor accidents, so, don’t look too long. LOL
Some of us in the office are looking forward to attending the Summit League Basketball Tournament at the Denny Sanford Premiere Center this month. Mark and Zach both have Retirement Seminars scheduled for Sioux Falls and Brookings this month. Remember, if you have a friend or relative that would like to learn more about our services, give us a call. We would be happy to invite them to a seminar.
Regardless of whether retirement is right around the corner or years away, we understand that planning for your future is important. Whether you hope to travel, purchase a vacation home, or are beginning to transition wealth to your heirs, our team develops specific strategies to help you achieve your goals. We are here for you!
Plan, preserve and prosper!
 
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Meet Braden “Brady” Smidt
Title: Investment Advisor Representative
With a genuine desire to help people, Brady takes pride and joy in building relationships and working with clients on financial planning and asset management. His goal is to find the right strategies to help Swenson Wealth Management clients achieve their goals.
About Brady:
Brady grew up in Menno, SD, and later attended South Dakota State University. Brady and his wife, Jessica, live in Sioux Falls with their daughter, Sterling, and their adorable dog, Lulu.
In his free time, Brady volunteers to teach youth at his church and works with Junior Achievement.
Hobbies: Brady loves playing the guitar, cooking of any sort, swimming with his wife and daughter and watching soccer.
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We're thrilled to appear in Forbes magazine!
Take a look at our profile by clicking on the icon below!
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PLEASE KEEP US IN THE LOOP
Have you recently switched phone service or internet providers? There have been many times we've tried to contact clients only to find our info is outdated. Please let us know when you:
- Change or add emails
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You can simply email us with this info to:
WendyN@swensonag.com
MakaylaBoer@swensonag.com
Or call us at 605-274-8707
Also, consider adding us to your email address book. It will ensure you receive our correspondence |
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Why 401(k) Decisions Matter
Fewer companies offer pensions today than did for earlier generations, and That means 401(k) accounts remain important for many people as a source of retirement income.
Continue Reading Here
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Rising Dough and Rising Tensions¹
It may seem a trivial thing, but in 18th-century France, bread became tied to both survival and national identity. According to Cuisine and Culture: A History of Food and People, bread became a key motivating factor in the French revolution. Author Linda Civitello writes, "Bread was considered a public service necessary to keep the people from rioting. Bakers, therefore, were public servants, so the police controlled all aspects of bread production."
Sylvia Neely's A Concise History of the French Revolution states, the average 18th-century worker spent half his daily wage on bread. When grain crops failed two years in a row (1788 and 1789), the price of bread shot up to 88 percent of his wages. Many of the working class blamed the resulting famine and economic instability of the ruling class. |
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The SECURE Act and How It Might Impact You
In December of 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (or SECURE Act) into law, enacting several changes that could impact your retirement.
Read More Here
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Irish Stew
A classic Irish Stew is simple and flavorful. It comes together easily with hearty chunks of meat, potatoes, and carrots. And it brings ultimate comfort.²
Get Cooking!
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1 https://www.smithsonianmag.com/arts-culture/when-food-changed-history-the-french-revolution-93598442/
2 https://goodcheapeats.com/irish-stew/
Investment advisory services offered through Alternative Investment Advisors, LLC, an SEC Registered Investment Advisor. Alternative Investment Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management.
Swenson Wealth Management and their individually licensed and appointed insurance agents, and Alternative Investment Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
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