Chart of the Month – October 2025
Category: Investing
Where should you really be putting your bond investments? It’s not just about the rates, you know. It’s also about the tax implications. Read to see why.
Webinar: Weatherproof Your Wealth
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
The World Needs Better Investors
Category: Investing
Truly successful investing—whether in the market, your children, your community, or yourself—demands deeper, less quantifiable considerations. In this article, Kent invites you to think about
Chart of the Month – September 2025
Category: Investing
It’s easy to get lost in the sheer size of government finances — and what they might mean for you. In Michael's latest blog post, he breaks down some of the complexities.
Chart of the Month – August 2025
Category: Investing
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Investing
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Category: Investing
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
Why the Market’s Volatility Is Different This Time…and The Same. What You Should Expect.
Category: Investing
Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
5 Market Downturns and the Surprising Lessons We Learned | Financial Perspectives
Category: Investing
This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
Chart of the Month – October 2025
Category: Investing
Where should you really be putting your bond investments? It’s not just about the rates, you know. It’s also about the tax implications. Read to see why.
Webinar: Weatherproof Your Wealth
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
The World Needs Better Investors
Category: Investing
Truly successful investing—whether in the market, your children, your community, or yourself—demands deeper, less quantifiable considerations. In this article, Kent invites you to think about
Chart of the Month – September 2025
Category: Investing
It’s easy to get lost in the sheer size of government finances — and what they might mean for you. In Michael's latest blog post, he breaks down some of the complexities.
Chart of the Month – August 2025
Category: Investing
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Investing
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Category: Investing
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
Why the Market’s Volatility Is Different This Time…and The Same. What You Should Expect.
Category: Investing
Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
5 Market Downturns and the Surprising Lessons We Learned | Financial Perspectives
Category: Investing
This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
All-Weather Investing: Preparing Your Portfolio for Any Market
Category: Investing
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.
Chart of the Month – June 2025
Category: Investing
Asset Class Returns – Can We Just Pick the Winners?
The Gift of Fandom—and Financial Wisdom
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.