Chart of the Month – January 2026
Category: Investing
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
Why Market Highs Aren’t a Reason for Worry
Category: Investing
Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Thanking Giving Healing
Category: Investing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
Category: Investing
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Chart of the Month – November 2025
Category: Investing
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
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 – January 2026
Category: Investing
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
Why Market Highs Aren’t a Reason for Worry
Category: Investing
Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Thanking Giving Healing
Category: Investing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
Category: Investing
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Chart of the Month – November 2025
Category: Investing
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
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.