Insights blog
Wealth management news and analysis
Insights
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Watching a child graduate from college is one of the proudest moments in many parents’ lives. But before your kids put on those caps and gowns, they need to complete their education—and that can be costly.
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Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren't just about looking out for number one; they're about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you're caught between aging parents who need care and kids who aren't quite ready to fly the nest.
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If you’re charitably inclined, you're probably interested in maximizing your contribution to your favorite organizations and tax benefit. A Donor Advised Fund (DAF) can help you get there while giving your charitable giving strategy flexibility.
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When the topic of risk arises, many investors immediately think of market risk. The likelihood of a potential investment loss is a strong consideration in making financial decisions.But other types of risk may be even more impactful to your overall financial well-being. These risks might not be marked by down-ticks in the stock market but natural disasters or personal injury.
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Financial planning is all about living the life you want to live. A comfortable retirement might be your ultimate goal, but what exactly does that look like for you? Beyond that, how do you plan to get there?
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If you’re looking to use your time to help those in need or the world around you, you have three options: The first is to earn more money and give more money away. The second is to volunteer your time. The third is to embark on a career change and work for a non-profit.
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Affluent investors hungry for financial advice have their pick of wealth managers to help them. It’s a crowded field, and because of that, it stands to reason that not all are created equal.
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Over the past few months, the stock market has swooned and soared, with the S&;P currently about 5% below its February highs. When we look ahead, we wonder if the worst is behind us or yet to come.It has been said, “Never let a crisis go to waste.” With that in mind, here are four wealth management opportunities during COVID-19.
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As the weather heats up, there’s one other unfortunate thing that also heats up: road construction. With $680 million slated to be spent on road and bridge projects throughout Iowa in 2017, it’s likely that you will experience some roadblocks when travelling throughout the state.
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It’s back-to-school time, and if you have a teenager, college costs are likely weighing on your mind. You’ve probably heard the statistics regarding the rising costs of a 4-year degree, not to mention the student loan debt crisis that plagues today’s college graduates.