Wealth Management Archives - The First National Bank in Sioux Falls

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How much do I need to retire?

First National Wealth Management

How much do I need to retire, you ask? The answer starts with understanding your spending, not chasing a universal savings target.

The gambler’s guide to investing: What is modern portfolio theory?

First National Wealth Management

In this part of our series on gambling and investing, we will dive a little deeper into the foundational concepts of building an investment portfolio.

Balancing family travel with long-term financial planning

First National Wealth Management

Meaningful experiences rarely happen by accident. Use these family travel tips to balance making memories with long-term financial planning.

Family leaders take on new roles at First National Wealth Management

We’re looking to the future with next-generation family leadership at First National Wealth Management, a nearly 40-person department that oversees more than $10 billion in assets under management.

Understanding the new 'Trump Accounts': What we know, and what we don’t

First National Wealth Management

Trump Accounts represent a new approach to children’s savings, combining government seed funding, tax-deferred growth, and long-term investment exposure.

How to create a net worth statement: The quiet step that transforms your financial future

First National Wealth Management

We are breaking down what a net worth statement is, why it matters, how to create one, and how tracking your net worth can transform your financial future.

Getting ahead financially: Steps to accomplish your 2026 money resolutions

First National Wealth Management

From creating a budget to reviewing your estate plan, these simple steps can bring you closer to accomplishing your 2026 money resolutions.

Understanding gambling to become a smarter investor

Any investor with a long enough track record will learn that fortunes are made and lost on well-laid plans that did or didn’t work out. Perhaps we can learn lessons from some other practitioners of chance and uncertainty: gamblers.

A guide to combining finances for newlyweds

With as much excitement as marriage brings, there is still a big to-do list that comes after the wedding day. I want to share with you four areas my wife and I focused on to make that transition seamless.