This edition of Well Balanced takes inspiration from the open seas — reminding us that when the wind changes, we can still adjust our sails. Dive in for fresh insights, practical planning tips, and a few stories to keep you steady no matter which way the wind blows.

Compound interest is the quiet engine behind long-term investing — the idea that your interest earns interest, creating growth on top of growth over time. (podcast)

Staying disciplined and focused on long-term goals, we believe, remains the best approach for weathering market fluctuations. Periods of uncertainty often give way to opportunity.

Minnesota’s estate tax laws can surprise even seasoned investors—especially those who split time between states. Learn how your estate could be affected and what you should know to protect your heirs and legacy.

Online scams are becoming increasingly sophisticated, targeting even the most cautious investors. In this episode of Well Balanced, Suzy Klapperich and advisor Charlie Gruys share a recent scam targeting a client. Plus simple steps you can take to protect your accounts and personal information.

Changes to Medicare are coming in 2026, impacting coverage options, costs, and enrollment rules. Learn what’s new and discover the steps you can take now to ensure you’re prepared.

As the year winds down, fall is the perfect season to check in on your finances and clear away clutter. These five simple tasks—from reviewing beneficiaries to organizing key documents—can help you start the new year with clarity and confidence.

Fall is the perfect time to review your financial plan and uncover year-end tax opportunities. In our latest podcast, we highlight strategies like Roth conversions, tax-loss harvesting, and charitable giving.