Wells Fargo Advisors: Daniel O. Joraanstad, Financial Advisor

Participate in the Dan Joraanstad Investment Experience!

Welcome to the website of Dan Joraanstad, an investment executive with 13 years of experience in the financial services industry.

For the prospective investor, use the "About Us" links to explore why Dan's experience, dedication, and resources make him the perfect match for your investment needs.

For current investors, use the "Learning Center" and "Market Watch" links to help educate yourself about the basic concepts of investment planning, learn more about who we are, and gain fast, easy access to market performance and data.

Dan is dedicated to helping his clients achieve their long-term financial goals through the development of a strategic investment plan based on the ideal intersection of risk and reward. He specializes in asset-management services, managed money, stock options, and careful selection of traditional investments in equities and fixed income. He is committed to providing the highest quality service and advice, the financial success of his clients, and personal excellence.

Below is a video with even more reasons why investing with Dan Joraanstad is the right decision for you. To watch, just right click on the video in the black box below and then select play. To return to the beginning, just right click and select rewind.

 

 
Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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