Markets Report

Market Reaction to the Fed

Our weekly market commentary reports that financial markets gave the Federal Reserve a standing ovation last week. At least, that was Barron’s interpretation. What did the Fed do to deserve it? “…the Fed did what everyone expected, signaling that it could raise interest … [Read More...]

Tax keyboard

Integrate Your Tax Planning and Investment Management

Watch this video to see how Ron explains a key element of our value proposition: integrating your tax planning into the process of financial planning and managing your investments. To learn more, you may call us at 712-256-4856 or send an email to … [Read More...]

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How You Can Become Our Client

        1. Click on the "About Us" tab of our website to learn more about our firm. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement … [Read More...]

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Risk within a maze

Free Portfolio Risk Analysis

Do you want to know what your risk score is for investing your assets for retirement? After you take our brief questionnaire, we can help you by calculating a score for your risk tolerance and then designing a portfolio to fit you. Click here on this link to take our brief Riskalyze assessment. After you have completed the assessment, we will be notified about your results, and then we'd be glad to visit with you … [Read More...]