Analysis through a magnifying glass

About Russia, Men, and Women

Our weekly market commentary analyzes an online poll which suggested that citizens of the Ukrainian city of Donetsk would like to secede and join Britain. The city, which was founded by Welsh steel worker John Hughes during the 19th century, has been the site of conflict … [Read More...]

Family estate planning

You Are Invited To Our Next Client Event!

"Where There's a Will, There's a Way"  is our next client event, which will be held on Tuesday, April 29, at 7:00 p.m.  Jennifer Carlson, an estate planning attorney in Council Bluffs, will be our guest speaker. How can you put together your own estate planning … [Read More...]

Financial planner explaining to a couple

Don’t Settle For A Robo Advisor

We know our clients’ needs and goals far better than any computer program can. Watch this video to see the contrast between “robo advisors” and our personalized approach to providing financial planning and investment management for you and your loved ones. Today there … [Read More...]

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RIA Stands For You

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...]