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?
Decades… We’ve Known a Few
It’s late, the house is dark and I have some time to think.
A Few, Heartfelt Words about the Value of Work and Thanksgiving
Before I worked for money I had chores. My parents believed assigning chores was an essential part of raising children, so we all had our assignments.
Absent a Profit, New Issues are Rank Speculation
Is it important that a company reliably turn a profit? For most investors I suspect the answer is, most often, yes. Here at Iowa Wealth Management the answer is, always, yes. On Wall Street, though, where the need never falters to flog investors with new issues, the answer is too often no.
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.
Have you had your Annual Review?
The “Summer Slump” of investing is long gone, and that means it’s our favorite season – portfolio review season.
Answering the Age Old Question of Retirement Investing…
…to Roth or not to Roth?
Prepping for Review Meetings: Updates and Efficiencies
Have you ever thought about how we prepare for your review meetings? There’s more to our preparations than just printing off your performance documents.
2019 Second Quarter Review…. Financial Market Roller Coasters
Quarterly results for financial markets often resemble my favorite roller coaster at Arnold’s Park Amusement Park on the shore of West Lake Okoboji. It’s a local landmark having weathered the decades and being a mandatory experience for generations of families. Every nook and cranny of its circuit having been endlessly discussed and debated. I would hazard to guess that by now over a million passenger circuits have been made over the old wood structure. A million shrieks of fear, a million laughs for joy and a million memories made.
Falling Knives and Speeding Trains
I was lucky to start my career at a small firm in Cedar Rapids, Iowa, Securities Corporation of Iowa (SCI). Lucky, in that SCI put an emphasis on teaching its brokers how to be portfolio managers and the CEO, John Knapp, took a particular interest in instructing the youngest members of the firm.