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The benefits of starting a private family foundation

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How private foundations and donor advised funds compare
Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

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New IPOs attract investor interest
Despite a bull market that stretches back to late 2022, today’s IPO activity remains soft.

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2025 Investment Outlook
While we continue to focus on growth and inflation as the two principal capital market drivers, geopolitics will likely attract considerable investor attention to start 2025.

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Financial planning for athletes and entertainers
Professional athletes and entertainers’ financial lives are complex – and their careers often have an expiration date. That’s why having a comprehensive wealth management strategy is so critical.

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Your charity donation tax deduction guide
Charitable donations can help your wealth make a greater impact – and by maximizing tax deductions for donations, you can help your money go even further.

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Business valuation: Key factors and how to assess a business’s value
While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

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Women-owned business creates niche in Minnesota real estate
BLV Development teams up with U.S. Bank to bring dream homes to life in a traditionally male-dominated industry.

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3 types of debt to help reach your financial goals
Consider using leverage as part of your financial and investment strategy.

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How to invest in today’s market
With the stock market up, inflation retreating and interest rates in flux, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?

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Consider endowed scholarships for charitable giving
A scholarship endowment can help educate others, bring you a sense of satisfaction and change the lives of future generations.

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Types of loans to pay taxes
A large taxable event like selling a company could mean using a loan to pay taxes makes financial sense. We outline the options and their pros and cons.
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