April 2019 – Newsletter

April Market Commentary Global stocks continued their march higher in April with U.S. and international stocks gaining. This is the 4th consecutive month of gains for stocks! US bonds (Barclays U.S. Aggregate [...]

May 30th, 2019|

9258 Welcomes Dean!

Dean Johns joined 9258 Wealth Management in February 2019 and currently serves as Executive Vice President, Director of Financial Planning. Dean graduated summa cum laude with a B.S. in Accounting from Minnesota State University [...]

February 21st, 2019|

January 2019 – Newsletter

January Market Commentary Stock markets surged into the new year, as the Standard & Poor’s 500 (S&P 500) rallied significantly in January after a meaningful sell-off in December. As we reviewed in [...]

February 14th, 2019|

9258 Tax Preparation and Planning

Now Open For Business 9258 Tax Preparation and Planning is open for business and ready to help you with your 2018 tax preparation and filing. We have wanted to bring a holistic [...]

February 6th, 2019|

Fourth Quarter Market Commentary and January Updates

Fourth Quarter Market Commentary The fourth quarter was dramatic in the financial markets, with a notable increase in stock market volatility. Interest rates rose throughout the year, then fell during the quarter; [...]

January 20th, 2019|