As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.
As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates.
This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.
