A Few Heartfelt Words about The Value of Work and Thanksgiving (Part 2)
Each November, we send out a thanksgiving letter to our clients. Last year was Jon’s turn and he wrote recalling his previous work experiences (and failures). So, this year, I thought I would piggyback on that, and give you Part 2 of “A Few Heartfelt Words About The Value of Work and Thanksgiving”. Like my […]
2020 Vocabulary
2020 has been a year of expanding vocabulary. Between pandemics, fires and prairie hurricanes, there’s a lot of new words we learned this year! Here are a few new ones from 2020 with a hint of satire that will hopefully make you laugh today. Unprecedented: the official word to explain 2020. I think it’s safe to […]
Recipe For A Prudent Portfolio
The start of the fall season brings excitement for different reasons. The leaves start to change color, cooler temperatures bring relief after the sweltering summer heat, and college football games play all day on Saturday (if you’re an ISU fan this year… condolences to my fellow Hawks fans). There’s lots of reasons to celebrate the […]
The Hype
Not all “hype” is good hype. Some of it is… but certainly not all of it.
Jon likes hamburgers, but I prefer chicken sandwiches. Not just any chicken sandwiches, but Chick-fil-A sandwiches, specifically a #2 deluxe with a side of fries, please. There’s a reason this company is the #1 fastest-growing fast food chain in the country – they live up to their good hype.
Avoid Scams Related to Economic Payments, COVID-19
The Cybersecurity and Infrastructure Security Agency (CISA), U.S. Department of the Treasury, the Internal Revenue Service (IRS), and the United States Secret Service (USSS) urge all Americans to be on the lookout for criminal fraud related to these economic impact payments—particularly fraud using coronavirus lures to steal personal and financial information, as well as the economic impact payments themselves—and for adversaries seeking to disrupt payment efforts.
The Refrigerator Door
Last October, I attended a Luke Combs concert with my fiancé and some friends. He performed one of his songs titled “Refrigerator Door” and the meaning behind it got me thinking.
My Experience Working From Home During the COVID-19 Pandemic
As you can imagine, some of our content has changed given the status of our world lately. In light of this, I thought I would share some of my personal experiences during the pandemic.
How Will the 2020 Election Affect Your Portfolio?
A common question has emerged in recent review meetings: “Should I be worried about my portfolio during an election year?” The answer is complicated, but the short answer is… probably not… but you should expect some volatility.
IRA Contribution Deadlines for 2019
It may be the year 2020, but that doesn’t mean you blew your shot at contributing to your IRA for 2019. If you plan to contribute to your IRA for year 2019, you actually have until tax filing deadline (April 15th) to do so. How does that work?
Storytelling in Wealth Management
At Iowa Wealth Management, one of our objectives is that we absolutely do NOT want our clients to be confused each time they receive their monthly statement. It’s not just bad business, it means we’re not doing our job in keeping you informed and educated on your portfolio. One way we attempt to do this is by sharing examples and stories.