8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

LinkedIn

Jim Mertz

(952) 831-5660

 

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Related Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.