Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
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.
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.
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.
Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
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.
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.
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.
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.
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.