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Who’s the Smart Money

Institutional investors are often referred to as the “smart money.” These are enormous pools of capital controlled by the likes…

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Naples Market Brings Back Spring Speaker Series in a New Home

The Naples office of Meristem welcomed back its Spring Speaker series in March and April after a 2-year hiatus due…

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Protected: Exit Planning for Business Owners: 3 Steps to Achieve the Legacy you Desire

There is no excerpt because this is a protected post.

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Meristem Announces the Retirement of Karol Carlsrud

In January, Meristem celebrated the official retirement of one of our founding employees, Karol Carlsrud. Since 1999, Karol served as…

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Meristem Family Wealth Names New Shareholders

Meristem Family Wealth recently named Greg Laughlin, David Legus, Anne Paape, and Patrick Siering as Shareholders effective January 1, 2022….

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Hold on Tight

Much like people who enjoy roller coasters, investors with a long-term investment horizon shouldn’t panic as the market changes course.

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The Coal in Your Stocking is Worth More this Year

This time of year, not a lot of people are wishing for coal – that is unless you are a…

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Where are all the Workers?

For several months now we have seen record job demand, but companies have struggled to fill open positions. In this…

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Planning Considerations for Build Back Better Act Tax Proposals

On Sunday, the House Ways and Means Committee issued a draft proposing significant changes to tax law. The political path…

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It’s Not Over Yet

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Meristem Family Wealth Welcomes Daniel Sertich and Chandler Peterson

Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a…

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Let’s Make a Deal

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Meristem Family Wealth Welcomes Barb Quasius as Senior Lead Client Advisor

Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be…

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Risk Management at Meristem

Risk Management (or insurance) has different meanings and solutions for different individuals. From a business’s viewpoint, insurance can be a…

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Meristem Family Wealth Welcomes Lori Wallace to Investment Team

After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as…

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Meristem Introduces the Newest Member of our Investment Team

In today’s video, we sit down with Patrick Regan, Chief Investment Officer, as he introduces Lori Wallace, Vice President – Investments, the…

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Liquidity’s Got to Go Somewhere

Over reasonable timeframes, we believe market returns are driven by the underlying businesses’ core fundamentals – the growth rates, margins,…

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Business as Unusual

Today is the slowest rate of change we will ever experience. From this provoking premise, global futurist Jack Uldrich joined…

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Celebrating an Exceptional Artist

Based in the Twin Cities, Kari Wagner provided artwork for Meristem’s holiday greeting since 2012. Born with cerebral palsy, she…

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Meristem Proudly Supports the Guthrie Theater 2020 Benefit

August 5, 2020 – Meristem Family Wealth is a proud supporter of the Guthrie Theater. This past Saturday, the theater…

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A Message from Charlie Maxwell, CEO of Meristem

As I write to you today, we are aware of the rapid daily destructive changes being brought upon the health…

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A Meristem Family Wealth Whitepaper – Estate Planning Playbook in a Volatile Time

A volatile market, undervalued assets and record low interest rates typically only increase investor stress, but these factors can create…

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A Meristem Family Wealth Whitepaper – The SECURE Act

The SECURE Act: Setting Every Community Up for Retirement Enhancement bill passed in December and became law on January 1,…

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Meristem Family Wealth Names New Shareholders

JANUARY 7, 2020 – Minnetonka, MN: Meristem Family Wealth recently named Renay Henderson, Andy Ohman, Anne Novak, Phil Strohm, Jimmy…

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