2019 First Quarter Review…. Keeping Calm & Moving On

Well that turned out well. Just three months ago financial markets were in free fall. Primarily due to three obstacles to our growing economy; 1) A shutdown of the Federal government.2) A Federal Reserve determined to raise interest rates3) A trade war with China While the trade war continues, items one and two were resolved […]

Big Life Moments Call for Big Life Conversations

What is it about big life moments that really get you thinking about the future? A common question we get from potential clients is “When is the right time to start talking to a financial planner?” Typically these questions arise right around the time of a big life change.

2018 – A Year of Fear, Greed and Loathing on Wall Street

When it comes to ascertaining why markets behave the way they do, it’s always best to look to human emotions. The primary motivators in financial markets have always been fear and greed. Emotions so strong they can, on a regular basis, inflict extreme volatility into public markets. But markets forget. In the period since the great recession (2008-2009), the Federal Reserve Bank had invested so much liquidity into financial markets that most volatility (and with it, most fear and greed) had dissipated. Most investors should probably be forgiven for having taken low volatility for granted, but with the Fed’s posture reversed during 2018, volatility would return and once again fear and greed would dominate the direction of markets.

If Only the Markets were as Predictable as a Hallmark Christmas Movie

Around the week of Thanksgiving, our staff put up the Christmas decorations early to get in the festive spirit. We have mini Christmas trees adorning our front desk, the largest “skinny tree” you could ever image is displayed in our conference room, and garland is spread throughout each of the offices. You could argue that our office looks like the set of a Hallmark Christmas movie, minus all the fake snow.

Good News on the Job Front… It’s time for Junior to Move out of the Basement

My local taco purveyor has a habit of posting a “help wanted” sign in the drive-through lane. In fact, upon reflection I now believe that sign has been up for at least a couple of years. Aside from the question of how many people with cars and money for take-out are looking for work, is the larger question of what’s going on with labor rates in America.

Happy Fall from the Iowa Wealth Management team!

Summer activities are winding down, college football is underway, and there’s a bit of chill in the air as the leaves start to turn. The staff at Iowa Wealth Management is enjoying all the season has to offer, and we wish you all a wonderful fall. Iowa Wealth Management approaches its ninth anniversary this January, and I’m proud to say the company has evolved with the times. Last year we formed our own Registered Investment Advisory entity to better serve our clients and meet a growing regulatory obligation, and this year we added a few new faces to our team. I’d like to take this time to introduce you to some new, and familiar, team members.

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