Mike Woll Investment Office

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201 9th StreetPO Box 1021

Worthington, MN 56187

Phone:

507-727-7777 Toll Free 866-727-9436

Fax:

507-727-7707

E-mail address: mike@mikewoll.com

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View our video from the recent YMCA Cruise DInner!

Aaron, Carol, Mike, Alaina

Newsletters

Accumulating Funds for Short-Term Goals

Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
The Cost of Family Caregiving

A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
HOT TOPIC: The Bull Is Back... Will It Keep Charging?

The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Passive, Active, or Both?

Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.

More Newsletters »

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators »

Contact Us

201 9th StreetPO Box 1021

Worthington, MN 56187

Phone:

507-727-7777 Toll Free 866-727-9436

Fax:

507-727-7707

E-mail address: mike@mikewoll.com

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Glossary

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Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation.

Mike Woll is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), member FINRA/SIPC. MIN is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. MIN does not attempt to furnish personalized investment advice or services through this website.

Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of MIN. MIN does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein. Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. MIN does not necessarily endorse or recommend any commercial product or service described on these independent sites.

For informational only and is not a recommendation. MIN is a wholly owned subsidiary of Hilltop Holdings, Inc., (NYSE:HTH) with offices at 1201 Elm Street, Suite 3500, Dallas, TX 75270, (214) 859-1800. Past performance is no guarantee of future results.

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