April is Financial Literacy Month
- 04/01/23
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren...
[+] Full Article 2023 Changes to Iowa's Retirement Taxes - 03/01/23
In March of 2022 Iowa Governor Kim Reynolds signed a historic Iowa tax reform bill. One of the biggest changes from the bill is that starting in 2023, Iowans aged 55 or older are exempt from paying state taxes on retirement income...
[+] Full Article
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren...
[+] Full Article 2023 Changes to Iowa's Retirement Taxes - 03/01/23
In March of 2022 Iowa Governor Kim Reynolds signed a historic Iowa tax reform bill. One of the biggest changes from the bill is that starting in 2023, Iowans aged 55 or older are exempt from paying state taxes on retirement income...
[+] Full Article
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October 22, 2015 A look at two basic methods for shielding assets from probate.
How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. Read more »
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October 6, 2015 Talk about an economic stimulus plan – at least for the next generation of investors.
According to the Delta Dental® Tooth Fairy IndexSM, the average gift from the Tooth Fairy was a record-setting $4.36 in 2014. Total payouts for those pearly whites added up to an estimated $255 million... Read more »
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September 28, 2015 Three cases for how reactions to “headlines” affected clients during the downturn of 2008-09... Read more »
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September 11, 2015 Fall might be anything but calm on Wall Street. Volatility is back, in a big way: the CBOE VIX has risen more than 105% since the end of July. Additionally, 11 of the 15 trading days ending September 9 were “all or nothing” days in which more than 80% of the S&P 500 moved either higher or lower. In the last 25 years, the index has not had a 15-day period like this.
Contrast that with the first 159 trading days of 2015, in which just 13 such days occurred according to Bespoke Investment Group research. In fact, during the first half of 2015 the Dow Jones Industrial Average was never more than 3.5% up or down YTD, on pace for the most placid year in its history. This turbulence may persist for several more weeks or months. How does an investor cope with it? It helps to put all of this recent volatility into perspective. Read more »
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