Christmas coffee and wafers

Christmas Open House 2014

    Check out these short video clips from our Christmas Open House on December 11. Tom Sperling, Veva Larson (from the Iowa Western Community Band), and Emily Umphreys entertained the folks with their French horn, piano, and vocal music. We wish you all a … [Read More...]


4th Quarter 2014 Newsletter

Click the image to view the 4th Quarter 2014 newsletter in pdf format. To see an archive of past newsletters, please visit … [Read More...]

Financial & investing terms

The Impact of Falling Oil Prices

Ouch! It was no fun to be an investor last week. Our weekly market commentary reports that the week prior, a commentary in The Wall Street Journal’s blog, MoneyBeat, offered this insight: “Falling oil prices are thought to be good for stocks because they stimulate … [Read More...]

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How Can You Become Our Client?

        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]