Chart of the Month – April
Category: Investing » Asset Allocation
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 – November 2025
Category: Investing » Active Management
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 » Fixed Income / Bonds
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.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
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 – June 2025
Asset Class Returns – Can We Just Pick the Winners?
Chart of the Month – April 2025
Are bonds an income generator—or just dead weight? Let’s find out.
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.