Chart of the Month – September 2025

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

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.

Chart of the Month – July 2025

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.

All-Weather Investing: Preparing Your Portfolio for Any Market

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.

Am I OK? Building Income Safety Into Your Portfolio

Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.

Chart of the Month – September 2025

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

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.

Chart of the Month – July 2025

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.

All-Weather Investing: Preparing Your Portfolio for Any Market

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.

Am I OK? Building Income Safety Into Your Portfolio

Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.

Diversifying Away the Troubles with Tariffs

How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.