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.
A Message From Our Managing Partner in Response to COVID-19
Clients and friends,
In our January 2020 quarterly newsletter named “Dividends”, in my piece “My Annual ‘No Prediction for Next Year’ Letter”, I made a statement regarding what to expect from markets in 2020. I stated:
“Here is what we can expect in 2020: stuff is going to happen, weird stuff, stuff we didn’t see coming and so it’s best to be ready”.
Without a doubt, we couldn’t have predicted the impact of the COVID-19 virus. However, I can say with certainty, Iowa Wealth Management is prepared and ready to serve our clients through these unsure times.
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?
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?