WELCOME
Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.
We want you to know that you can depend on us for all of your financial needs. We will work with you to reach your financial goals.
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Jim Nelson 507 430-2499
Newsletters
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.