Birch Investment Management

01/20/2026

"People are retiring earlier than in the past and living longer, requiring their savings to provide for longer time horizons," says Brian Berkenhoff, founder of Birch Investment Management in Brookings, South Dakota. "Unfortunately, this is happening at a time when markets are elevated and yields are still historically low. Any significant downturn in the market could drastically affect the ability of retirees to maintain their standards of living."

Advisors are mostly optimistic about stocks, but many believe inflation will hang around or worsen.

05/22/2023

Honored to make the list again this year.

We're thrilled to recognize the Best Financial Advisor Firms in South Dakota.

01/08/2023

https://www.schwab.com/learn/story/congress-passes-major-boost-to-retirement-savings

Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.

11/15/2022

https://birchinvestment.com/1-for-the-planet/

BIM commits 1% of their revenue each year to environmental causes via 1% for the Planet. In 2022 we supported Friends of the Big Sioux River.

09/15/2022

Patagonia founder donates entire company to fight climate change

Moving forward, Patagonia's profits that are not re-invested into the business will be donated to a group of nonprofit organizations fighting climate change.

06/13/2022

https://vimeo.com/719592213

Learn how to navigate market volatility and how it can impact your financial plans.

06/13/2022

https://awealthofcommonsense.com/2022/06/the-worst-years-ever-for-a-60-40-portfolio/

The Worst Years Ever For a 60/40 Portfolio Posted June 5, 2022 by Ben Carlson In a recent piece I looked back at the worst years in stock market history because, well, so far this is one of the worst years in stock market history. If the year ended now, we would be somewhere between 1973 and 1941. A...

05/17/2022

How are you using your 2021 tax return to minimize your lifetime taxes? Learn how we help our clients plan to decrease future tax liabilities.

Minimize your lifetime taxes. Coordinate income streams. Roth conversions. IRA distributions. Reduce Medicare premiums.

04/28/2022

https://investor.com/financial-advisor-firms/south-dakota

We're thrilled to recognize the 2022Best Financial Advisor Firms in South Dakota.

04/25/2022

https://www.nytimes.com/2022/04/01/business/bond-market-decline.amp.html

Our columnist answers questions about the troubles in the bond market, and what they mean for investors.

04/12/2022

We're proud to donate 1% of our annual revenue to environmental nonprofits.