Our weekly market commentary offers that if you’re feeling whiplashed from the mid-week collision of good and bad economic news, you’re not alone. On Wednesday, the Federal Reserve’s Open Market Committee (FOMC) meeting minutes were released and investors were reassured by what they read. Although the Fed lowered its Gross Domestic Product (GDP) growth projections […]
Watch this video about planning for your retirement. By working with us, you can learn to understand the risks and rewards of developing a tax-efficient retirement income strategy that is tailored to your unique needs and goals. Give us a call at 712-256-4856 to learn more about how we can help you and your loved […]
Our market commentary reports that the first quarter of 2014 offered up all the excitement and chills of a thriller. First, stock markets careened like runaway mining cars during January. Next, in her first press conference as new Federal Reserve Chairwoman, Janet Yellen implied the Fed might tighten monetary policy sooner than anyone expected which […]
We don’t buy and forget. I want to help you to understand the steps that I take so that my “buy and hold” strategy for long-term investing does not turn into “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.” Such solutions for my clients include a proactive approach […]
Our weekly market commentary reports that whether it’s good news or bad news, it is often surprising how investors and markets react. Last week, Russia annexed Crimea and the Standard & Poor’s 500 Index gained about 1.4 percent. This week, U.S. investors had the chance to bask in the glow of some good news: jobs […]
Is your investment advisor causing you to pay more taxes than is necessary? Is your tax advisor thinking only about your taxes and not necessarily about your long-term wealth creation? We strive to dovetail together those two disciplines – tax planning and investment management – so as to achieve the best results possible for you.
After a series of moves that proved far more effective - but were almost as complicated as the Acme Corporation strategies Wile E. Coyote employed in pursuit of the roadrunner - Russia dropped an anvil on Ukraine and annexed Crimea. In response, Ukraine’s acting Prime Minister Arseniy Yatsenyuk signed a political association agreement with the European Union […]