Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

How My Firm Elevates Our Client Experience With Texting

Why Change is Good (even for Businesses)

By Mike Gertsema, CEO & Wealth Advisor A new grocery store chain comes to town with a new variety of products – bakeries, delis, pharmacies, liquor stores, restaurants – and offers online ordering, pick up services, and home delivery services.

What Does it Mean to Get Five-Star Service From a Financial Planner?

By Mike Gertsema, CEO & Wealth Advisor You book a vacation and spend money on a hotel. You’re super excited because the photos look nice and you’re taking some time off work. But, when you walk in, you realize it’s dirtier than you expected and the service is less than subpar.

One Year Later – Looking Back on Our Shift to an Independent Firm

Well it’s a year ago that we made the move to an Independent Firm and I am grateful for those that have stayed with Gertsema Wealth Advisors.  It’s been a rough ride, but things have really smoothed out well. 

Learning How to Play Again in Retirement

By  Nick Gertsema, AIF® My dad taught my brother and I how to throw a baseball when we were young. I can still feel the Minnesota breeze and the ball hit my glove, especially when I begged him to throw me a pop fly.

On the Fence: Choosing a Financial Advisor as a Family

Written by Jackie Heater Four years ago, my husband and I purchased a home with a nice large corner lot. The previous owners had put a wood picket fence around the back yard, but it was starting to weather. Of course, as soon as we moved in, we started talking about the things we wanted …

Write It In Pen: Set Out Your Goals for a Successful 2019

by Nick Gertsema My dad’s birthday is January 9, just as the new year starts. Growing up, he’d always ask me and my siblings for the same thing: to write down our goals for the year. It would’ve been easier to get him a pair of socks or a goofy tie. 

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us