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The Hatlestad Group Our Minneapolis-Based Firm Empowering You to Confidently Live Your Next Chapter

The Hatlestad Group is an independent wealth management firm that empowers you to confidently live your next chapter as you create purpose and meaning with your mission, vision, values and goals.

Pack your bags and earn rewards for traveling. Kiplinger shares  their favorite cards for airline, hotel and other perks...
10/15/2026

Pack your bags and earn rewards for traveling. Kiplinger shares their favorite cards for airline, hotel and other perks to help you save money.

Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.

Market headlines are designed to capture attention, but they shouldn’t shape your financial strategy. Before reacting to...
10/14/2026

Market headlines are designed to capture attention, but they shouldn’t shape your financial strategy. Before reacting to the latest news, it helps to ask whether anything has truly changed for your long-term goals. 📊🤔 https://www.thehatlestadgroup.com/blog/headlines-and-investment-decisions?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Market headlines change daily. Learn why long-term investment decisions are better guided by strategy than short-term news.

Ask AI to build the case for an investment idea, and it can give you a polished answer in seconds. 🤖That speed is useful...
10/12/2026

Ask AI to build the case for an investment idea, and it can give you a polished answer in seconds. 🤖

That speed is useful. It also puts more responsibility on the question being asked.

If the premise already leans toward a conclusion, the response can reinforce that direction rather than challenge it. 🔎

One way to use these tools more effectively is to ask for the strongest counterargument too. What facts would weaken the thesis? What assumptions deserve more scrutiny?

Technology can help gather information. The investor still has to decide whether the research process included competing evidence. 🧠

How are you using AI as part of your own research process?

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?
10/08/2026

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

Life evolves, and so should your insurance. Here are key tips to ensure your coverage keeps up:🔍 Review policy limits: E...
10/07/2026

Life evolves, and so should your insurance. Here are key tips to ensure your coverage keeps up:

🔍 Review policy limits: Ensure they reflect your current assets and needs.
⚠️ Check for exclusions: Identify gaps like flood coverage or valuable items.
👨‍👩‍👧‍👦 Update for life changes: Adjust for milestones like marriage, kids, or financial growth.
💸 Evaluate costs: Shop around for new discounts or bundling options.
📈 Stay informed: Monitor legal, market, and policy changes.

Going through a divorce? Separating your finances may not happen overnight, and it's common for some financial responsib...
10/05/2026

Going through a divorce? Separating your finances may not happen overnight, and it's common for some financial responsibilities to linger for a time. If you find yourself responsible for child or spousal support, it's imperative to have a comprehensive understanding of your financial duties.
Take into account your current income, potential changes in your circumstances, and the specific guidelines outlined by your state. Open and candid communication with your legal advisor is essential in ensuring that your support obligations are both fair and manageable.

Is tax time chaos wearing you down? Find out how to organize effectively with our tax season tips and say goodbye to las...
10/01/2026

Is tax time chaos wearing you down? Find out how to organize effectively with our tax season tips and say goodbye to last-minute scrambling.

Fed up with the annual tax time chaos? Learn how to confidently wrap up this tax season and get (and stay) organized for next year.

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.
10/01/2026

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.

Starting a fundraising event for a cause you care about can be a rewarding and meaningful way to make a difference in th...
09/30/2026

Starting a fundraising event for a cause you care about can be a rewarding and meaningful way to make a difference in the world. Here are tips for making it happen.

Organizing a fundraiser for a cause close to your heart is a rewarding way to make a difference.

High-net-worth individuals aren't immune to negativity bias. Learn how to overcome it with strategies that focus on main...
09/28/2026

High-net-worth individuals aren't immune to negativity bias. Learn how to overcome it with strategies that focus on maintaining perspective and making informed decisions.

Negativity bias can cloud your financial decisions, leading to missed opportunities. Discover strategies to maintain a balanced perspective and focus on your long-term goals.

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5201 Eden Avenue
Edina, MN
55436

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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