We are introducing a quarterly newsletter and would like your feedback on the type of information you would like to see. This quarter, we're sharing year-end investment strategies to help you start the new year feeling confident about your portfolio, along with some other ideas and tips.
[+] Full Article Do You Worry About Your Investment Safety? - 03/06/14
Volatile markets, political headlines, economic indicators - does the 24/7 news cycle have you wondering about the safety of your investments? Today, we have incredible access to up-to-the-minute information through the 24/7 news cycles via the Internet and social media channels as well as traditional broadcast and print outlets.
[+] Full Article The Case for Diversification and Asset Allocation - 03/06/14
Market action is difficult to predict, and the unexpected can happen at any time. That is why we believe asset allocation is key for investors to stay focused on their long-term goals. Staying invested, avoiding short-term market timing and ensuring appropriate diversification are just a few of the critical aspects of an effective asset allocation strategy.
[+] Full Article
Kristen Crouthamel Financial Advisor
GCSB Investment Center
Kristen brings more than 15 years of experience in the financial planning, investment, tax and banking industries with companies like VSR Financial Services, Ernst & Young, AmerUs Life Holdings and Commercial Federal Bank. Her responsibilities included specifically servicing clients’ investment accounts as well as opening accounts and day-to-day communication, portfolio analysis and management.
She is committed to educating our clients about the variety of investment options available and currently holds the FINRA Series 7 and 63 securities licenses. She is licensed in Iowa and nine other states. Kristen believes in a client-first approach, ensuring her clients’ needs are met and questions fully answered.
Born and raised in rural Boone County, Iowa, Kristen earned an associate degree from the American Institute of Business and a Bachelor of Science degree from Upper Iowa University, both in Des Moines, Iowa. She was raised by hard-working parents, who passed on to their daughter their dedicated work ethic and small town values. Kristen recently relocated to an acreage in Guthrie County and is glad to be back to her rural roots. She looks forward to becoming actively involved in the communities she serves.
Kristen is an avid animal lover and also enjoys fishing, cooking, spending time with her family and attending sporting events and country music concerts. In addition, she frequently volunteers for various non-for-profit organizations such as Habitat for Humanity, Meals from the Heartland and the Blank Park Zoo.
Give Kristen a call or stop by her offices in Guthrie Center and Panora for more information. She looks forward to serving all of your financial planning and investment needs.