Grandview Square Financial

08/06/2026

I still own millions in my former employer’s stock. How do I get out of a jam?

Holding a large position in one company can create significant opportunities, but it can also increase risk.

08/05/2026

25 Years

In August of 2001, John Rusciano founded our firm in St. Paul, Minnesota, in the Court International Building.

One of his lifelong friends, Mike Erpelding, after years of trying to persuade John to consider joining him in financial services, finally convinced him to meet with his managing partner, Tim Bohannon, who “closed the deal,” giving John the vision of what the career, serving clients, not customers, could offer him and his family.

John’s first “office” was a folding card table, a phone, and a Rolodex.

In 2005, John’s wife Koren joined the firm to eventually become COO.

Austin Hebig joined the firm a little more than ten years later and became a partner in the firm in 2025.

AJ Robbel joined the firm a couple years after Austin, also to become a partner and Portfolio Manager in 2025.

Our firm has doubled since then.

We would like to thank our mentors, our team, our service partners, and most of all, our clients, for investing your trust in us and inviting us into your lives. It is a joy and an honor to serve you, in good times and tough times.

From all of us at Grandview Square Financial, here’s to the next 25 years of mutual growth and prosperity.

07/29/2026

What does your financial planner really do for you?

A financial planner does more than help manage your portfolio. They help you prepare for life's milestones, navigate the unexpected, and make important financial decisions with confidence.

07/22/2026

How do I get money into a Roth IRA if my income is above the IRS limit?

Being over the income limit for Roth IRA contributions doesn't necessarily mean you're out of options. Depending on your situation, there may be other strategies available to continue building tax-advantaged retirement savings.

07/21/2026

For many Minnesota families, estate tax planning may feel like something that only applies to the ultra-wealthy.

But between retirement accounts, investment portfolios, business interests, life insurance, real estate, cabins, and other appreciated assets, some families may be closer to Minnesota estate tax exposure than they realize.

Minnesota also has its own estate tax rules, and they do not always align with the federal system. That means assumptions around exemption amounts, portability, asset ownership, titling, and trust structure deserve careful review.

Estate planning is not just about having documents in place. It is about making sure those documents still reflect today’s asset values, tax laws, family dynamics, and legacy goals.

We recently shared a blog post on why Minnesota families may want to revisit their estate planning strategy, especially if their assets, real estate values, or family circumstances have changed over time.

Read the blog here: https://grandviewsquare.com/2026/07/16/is-your-estate-plan-still-aligned-with-
minnesotas-tax-rules/

For many Minnesota families, estate tax planning can feel like something that only applies to the ultra-wealthy. But that is not always the case. Between retirement accounts, investment portfolios, business interests, life insurance, primary residences, cabins, vacation properties, and other appreci...

07/17/2026

Who is really managing your money?

A successful investment strategy doesn't have to be complicated. Sometimes, a disciplined, well-diversified approach is what helps investors stay focused and invested through changing market conditions.

07/07/2026

Are Health Savings Accounts a good deal?

Many people use their HSA for current medical expenses, but is that the best approach?

06/23/2026

Should I be buying my employer's stock?

Before investing in company stock, make sure you're asking the right questions.

06/16/2026

What do I do with Semiconductor Stocks?

Semiconductors have seen significant growth, but whether they're right for you depends on your financial goals and how long you plan to invest.

06/10/2026

Is your advisor's name Claude?

AI can provide financial options, but an advisor helps you understand how those choices may impact you today, tomorrow, and years down the road.