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Reflections on 10 Years of Birch Investments

October 13, 2021

This month marked the 10th anniversary of Birch Investment Management. Facts About Birch Birch is a fee-only financial advisory firm that specializes in helping busy families achieve and maintain financial independence. We serve about 50 ongoing clients. Our goal is to be clear on the kind of people we work best with and then serve them …

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How Should I Invest My Roth IRA in 2021?

March 23, 2021

What is a Roth IRA? A Roth IRA is an individual retirement account (IRA). A traditional IRA and a Roth IRA are similar in that they both allow you to save designated funds for retirement. The key difference is the tax treatment for each account. Traditional IRAs allow you to contribute to your personal retirement …

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Should I Consolidate My Investment Accounts?

February 13, 2021

Six Reasons to Consolidate Your Investment Accounts in 2021 Simplify Your Investments Would you like more free time? This non-financial reason may be the most important. If your investment accounts are spread about – think of all the mail, emails, passwords, and documents you have to keep track of.  As a financial advisor, I’ve invested …

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How To Do a Weekly Financial Review + Free Template

January 22, 2021

Budgeting is a Waste of Time I’ve wasted countless hours trying to track my cash flow and budget. Over the years I’ve tried all of the personal financial planning tools. Quicken, Microsoft Money, iBank, Mint, Personal Capital, eMoney. The list goes on. In the early days it required physically inputting all of my receipts. In …

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MORE STIMULUS CHECKS ARE COMING FOR SOUTH DAKOTANS. HERE’S WHAT YOU NEED TO KNOW.

January 14, 2021

Nearly a year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a second stimulus package as part of the larger National Defense Authorization Act. Eligible individuals and families will receive stimulus checks up to $600 per …

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1% For the Planet + Birch Investments

January 4, 2021

BIRCH INVESTMENT MANAGEMENT PLEDGES 1% OF ALL SALES TO ENVIRONMENTAL CAUSES Birch Investment Management joined 1% for the Planet, pledging to donate 1% of annual sales to support nonprofit organizations focused on the environment.  At Birch Investment Management, we believe in the power of long-term thinking. As we invest our clients’ wealth and build our …

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5 STEPS TO DETERMINE YOUR RISK TOLERANCE

December 9, 2020

Investment Risk There’s a degree of risk in any financial investment. There are no sure winners and no sure losers, either. How comfortable you are with the latter statement may give you a clue as to your risk tolerance. You can think of risk tolerance not only as how much you are willing to lose …

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LETTER OF INSTRUCTION FOR ESTATE PLANNING + FREE TEMPLATES

December 4, 2020

First – The Free Downloads! Letter of Instruction for Estate Planning.docx (Free Word Doc – Editable) Executor Checklist (Free PDF) What Is a Letter of Instruction? Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes …

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3 Financial Mistakes You Want To Rectify Before The New Year

November 26, 2020

The year 2020 has tested us from every aspect. Be it the financial sector, health sector, or our survival strategy; the COVID-19 has assessed us in every way. The pandemic has forced us to rethink our lifestyle. With millions of job losses and death toll, we have surrendered before the corona pandemic in 2020. But there is …

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What Happens to My 401(k) if My Employer is Sold?

November 18, 2020

In a Corporate Merger or Sale, What Happens to Your 401(k)? Corporate mergers are nerve-wracking because they introduce a lot of unknowns into your life. Immediate questions come to mind. How will it affect your position? Your salary? Will there be layoffs? After the initial shock, other questions arise. If your employer is sold, what …

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