Tag Archives: Financial Advisors

Rob Metcalf SHARI FLEMING PHOTOGRAPHY 2019 Team Name: Metcalf Fredrickson Group Firm: UBS Private Wealth Management Senior Members: Rob Metcalf, Judy Fredrickson Team Size: 9 Location: Wayzata, MN AUM: $3.8 billion Background: Metcalf and Fredrickson have worked together for roughly 20 years, since starting in the business at AllianceBernstein and …

The deadline is fast approaching for mandatory retirement plan withdrawals, which may force some retirees to sell assets in a down market. But experts say there may be ways to reduce the negative effects. Required minimum distributions, known as RMDs, are yearly amounts that must be taken from certain retirement …

After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets back to match your original goals, according to experts.   As of Nov. 28, the S&P 500 Index was down roughly 17% year-to-date, and the U.S. bond market has dropped …

Charles Taylor | Getty Images 1. If your income is higher in 2022, defer your bonus into 2023 If you’ve had a strong year and expect lower earnings in 2023, you may try to defer a holiday bonus until the new year, experts say. “It’s always exciting to reap the …