Category: General

The day you sold your business was monumental. It was the culmination of years—likely decades—of relentless effort, personal sacrifice, strategic thinking, and leadership. The check cleared, the contracts were signed, and just like that, a significant chapter of your life came to a close. But as the adrenaline fades and the dust settles, you may

Olson Wealth Group is proud to announce that Sharon Olson, our Founder and President, has been recognized as a 2025 Notable Wealth Managers by Twin Cities Business. Twin Cities Business’ Notable Wealth Managers list recognizes outstanding professionals who are making a significant impact in the wealth management industry in the Twin Cities area. The honorees are selected based

Women have long been the architects of family wealth—not just by managing the household, but by nurturing relationships, shaping values and planning for the future. It’s no surprise that women, who are more likely to inherit wealth, are often excellent stewards of multigenerational prosperity. Women today are shaping one of the largest wealth transfers in

Women are poised to take control of an unprecedented share of wealth, setting the stage for a seismic shift in financial decision-making. By 2030, they are expected to manage $30 trillion in assets, according to a report from McKinsey & Co. This growing financial influence is already evident in households, where more than two in three women take

When Susan, a high-level executive at a successful tech company, looked at her portfolio, her heart sank. Despite the immense wealth her company’s stock had generated, she faced an alarming reality: Over 80% of her holdings were tied to a single, volatile asset. The risk of losing everything in a downturn kept her up at

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over

Nearly $400,000 a year for a landscaper to maintain a home he didn’t live in. Unknowingly paying for 16 cars and 23 cellphones. Those are just some of the frivolous expenses that actor Al Pacino details in his new memoir, Sonny Boy, expenditures that eventually whittled his fortune down from $50 million to nothing. Thankfully, Pacino appears

As we move forward from an emotional election and gain clarity, we recognize that political divisiveness may not disappear now that the election is over, we hope this allows us to make more progress in bridging our divides. For many investors, achieving an outcome and removing the cloud of uncertainty is, in and of itself,

LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where the markets and the economy have been over the first half of 2024. As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued,

LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key highlights today. In 2024, we believe markets will make a definitive turn to a

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to

May is National Inventors Month and a time to honor the incredible inventions that have changed our lives. In the last decade, there have been countless innovations that have transformed the world we live in. From smartphones and social media to streaming services and electric cars, these inventions have made our lives more convenient and

Olson Wealth Group is proud to announce that Sharon Olson, our Founder and CEO, has been recognized as a 2023 Notable Woman in Wealth Management by Twin Cities Business. Twin Cities Business’ Notable Women in Wealth Management list recognizes outstanding women professionals who are making a significant impact in the wealth management industry in the Twin Cities area.

As we approach the 2022 Tax Filing Deadline on April 18th, we would like to share a tax guide that might be helpful as you finalize your tax filing.

We are honored to share that Olson Wealth Group has been included in LPL Financial’s Chairman’s Council. This elite award is presented to a very select number of high-performing enterprises with exceptional client, financial planning, and investment services. The Olson Wealth Group team is proud to be recognized for this distinctive honor and thank our clients and

For C-suite executives, contemplating a job offer (or a promotion within an existing company) is about more than just weighing salary and title. Myriad factors can play into executive compensation: stock options, restricted stock units, long-term incentive plans, vesting schedules, insurance benefits, restricted covenants and releases. The list goes on. While most executives are rightfully

Read the 2023 Outlook Here

The sale or transition of a business to new ownership is a complicated and fraught experience in any situation. Throw in the family dynamics of family-owned businesses, and things can get really complicated. At Olson Wealth Group, we work with many family businesses who are approaching a transition, and we believe from experience that taking

Trusts can help families gain greater financial clarity, protection, and privacy while supporting and complementing tax planning and charitable giving strategies. Sharon Olson explores with readers five reasons creating a trust could be a smart move for you and your family in her recent article in the Minneapolis/St. Paul Business Journal. When many people hear the term

Olson Wealth Group founder, Sharon Olson, CFP®, CEPA, shares her perspective in The Experts section of The Wall Street Journalregarding 20 Ideas for Adjusting Your Stock and Bond Portfolioon how to manage your portfolio in these volatile markets. #wealthmanagement #olsonwealthgroup By Cristina Lourosa-Ricardo Updated Aug. 7, 2022 6:00 am ET Is it time to rethink the percentage of stocks you hold in

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that maylie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may not

Over the last week, the markets have delivered extreme volatility, with the S&P 500 Index approaching bear market territory as it flirts with a peak to trough decline of almost 20%. The concerns that have contributed to the poor start are well-known. Historically high inflation, supply chains disruptions, China in another lockdown, geopolitical concerns, an

It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide ballast for diversified portfolios during periods of stock market

We are proud to share the following article, recently published in Forbes Magazine. Read Article Here

Nikki Scanlon, J.D. 1.  Save early and aggressively Women, on average, live 2 years longer than men, yet historically, women earn less than their male counterparts. These two factors can lead to insufficient funds during retirement if saving is not prioritized early and often. Additionally, women are more likely than men to stop working to

Andrew brings extensive international and domestic business and legal experience to the role of Chief Operating Officer of Olson Wealth Group where he focuses on delivering value for the company and its clients by building strong, scalable, client-centric business operations and framing and operationalizing long-term company growth strategy and vision.  Prior to joining Olson Wealth

As a personal wealth manager, I work with many families who come to me with questions about how best to prepare future generations for wealth transfer while ensuring that family values of stewardship and generosity are passed on along the way. While some families have created family foundations, others can opt for a much simpler

As we continually strive to support our commitment to growth and pursuit to meet our clients’ unique objectives with comprehensive planning, Olson Wealth Group is proud to announce that Sharon Olson, CFP has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. This distinguished accolade will provide sophisticated guidance and further advance

By Tom Knutson, CFP® There are a few common pitfalls that individuals miss when reviewing their financial plan. In this article, my goal is to outline what these pitfalls are and how to plan for them throughout the year. Common Pitfall #1: Not Reviewing Tax Returns Many individuals believe that since they have hired a

March 4th marks the unofficial holiday of “March Forth and Do Something Day”. It is a day dedicated to doing what you’ve always wanted to do, to take risks in pursuing your dreams, to create a plan to achieve those goals, and to celebrate aspirations that have already been accomplished. Many use the day to