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Friday, June 14, 2024

As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515) 200-2698. For regulatory purposes this...

Monday, June 10, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, June 7, 2024

As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515) 200-2698. For regulatory purposes this...

Monday, June 3, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, May 31, 2024

As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515) 200-2698. For regulatory purposes this...

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Tuesday, May 28, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, May 24, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Wednesday, May 22, 2024

We are excited to have an opportunity to have an article featured in Kiplinger through Three Details That Matter for a Successful RetirementLinkedIn: https://www.linkedin.com/company/kiplinger-washington-editors/mycompany/Facebook:...

Monday, May 20, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, May 17, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, May 13, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights AEWM Wealth Report – On the Road Again

Friday, May 10, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, May 6, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, May 3, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, April 29, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, April 26, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, April 22, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, April 19, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, April 15, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, April 12, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, April 8, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, April 5, 2024

Hope everyone had a wonderful week and looking forward to Easter Weekend. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message...

Monday, April 1, 2024

Hope everyone is had a wonderful weekend. We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, March 29, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging. If you would like to send us a text message please use the following number: (515)...

Monday, March 25, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, March 22, 2024

Hope everyone had a wonderful week. As a reminder we have added a new regulatory compliant way for you to communicate with us through text messaging.  If you would like to send us a text message please use the following...

Monday, March 18, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, March 15, 2024

Hope everyone had a wonderful week. We are excited to share that we have added a new regulatory compliant way for you to communicate with us through text messaging.  If you would like to send us a text message please use the...

Monday, March 11, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, March 8, 2024

Hope everyone had a wonderful week. We are excited to share that we have added a new regulatory compliant way for you to communicate with us through text messaging.  If you would like to send us a text message please use the...

Monday, March 4, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, March 1, 2024

Hope everyone had a wonderful week. We are excited to share that we have added a new regulatory compliant way for you to communicate with us through text messaging.  If you would like to send us a text message please use the...

Monday, February 26, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, February 23, 2024

Hope everyone had a wonderful week. We are excited to share that we have added a new regulatory compliant way for you to communicate with us through text messaging.  If you would like to send us a text message please use the...

Monday, February 19, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, February 16, 2024

Hope everyone had a wonderful week.  On Capital Hill, Congress continues to work on a longer term spending bill and is coming up against upcoming deadlines in the beginning of March.  Additionally Congress is working on a tax...

Monday, February 12, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, February 9, 2024

Hope everyone enjoyed the warmer weather and the snowmelt was a welcome sight in Iowa.  On Capital Hill Congress continues to work on a longer term spending bill.  Additionally Congress is working on a tax reform bill to...

Monday, February 5, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, February 2, 2024

Hope everyone enjoyed the warmer weather and the snowmelt was a welcome sight in Iowa.  On Capital Hill Congress continues to work on a longer term spending bill.  Additionally Congress is working on a tax reform bill to...

Monday, January 29, 2024

Hope everyone is had a wonderful weekend.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, January 26, 2024

Hope everyone enjoyed the slightly warmer weather in some areas of the country and the snowmelt in Iowa.  It was a quiet week on Capital Hill as Congress continues to work on a longer term spending bill.  We wanted to...

Monday, January 22, 2024

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, January 19, 2024

Hope everyone is staying safe with the continued cold and additional snow.  Congress passed an additional short term continuing resolution on a two tiered approach to March, that will provide Congress with additional time to work...

Friday, January 12, 2024

Hope everyone is staying safe with the snow and the upcoming bitter cold.  As Congress came back to Washington this week the first items of business is to address the soon expiring continuing resolutions in January & February...

Thursday, January 11, 2024

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, January 4, 2024

Hope everyone is looking forward to the Holiday Weekend and will have an opportunity to enjoy some additional time with family and friends.  The House has left for the Holiday Weekend and the Senate has finished their business for...

Thursday, January 4, 2024

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, December 28, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, December 21, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Wednesday, December 20, 2023

Hope everyone is looking forward to the Holiday Weekend and will have an opportunity to enjoy some additional time with family and friends.  The House has left for the Holiday Weekend and the Senate has finished their business for...

Friday, December 15, 2023

Hope everyone had a wonderful week.  Congress is planning on leaving for the Holiday's today but Speaker Schumer has asked Member of the Senate to be on standby for potential Immigration Legislation.  With the House in...

Thursday, December 7, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Tuesday, December 5, 2023

Hope everyone had a wonderful week and Thanksgiving Holiday.  Congress left for their Thanksgiving Recess and before leaving they passed a Continuing Resolution on a laddered approach.  This laddered approach means...

Thursday, November 23, 2023

Hope everyone had a wonderful week and Thanksgiving Holiday.  Congress left for their Thanksgiving Recess and before leaving they passed a Continuing Resolution on a laddered approach.  This laddered approach means...

Thursday, November 16, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Tuesday, November 14, 2023

The House is workin to address the Government Funding Deadline of November 17th and new House Speaker Johnson has expressed openness to a Continuing Resolution to January 15th, 2024. There is also concerns that there could be a...

Wednesday, November 8, 2023

The House is getting to work to address the Government Funding Deadline of November 17th and new House Speaker Johnson has expressed openness to a Continuing Resolution to January 15th, 2024.  Mortgage rates have have pulled back...

Thursday, November 2, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights Covering the Cost of Care

Wednesday, November 1, 2023

The House chaos end this week with the Election of  Speaker Johnson.  The House must get to work getting the business going as they have a November 17th Government Funding Deadline.  Mortgage rates have eclipsed 8% with...

Thursday, October 26, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Wednesday, October 25, 2023

The House chaos continues with the ouster of Speaker McCarthy and the House yet to elect a new Speaker things in the House are stalled.  While their is an interim Speaker no official business can be conducted until a new Speaker...

Friday, October 20, 2023

The House chaos continues with the ouster of Speaker McCarthy and the House yet to elect a new Speaker things in the House are stalled.  While their is an interim Speaker no official business can be conducted until a new Speaker...

Thursday, October 19, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, October 12, 2023

Hope everyone had a wonderful week.  While Congress managed to avoid a government shutdown the house was plunged into chaos with the ouster of Speaker McCarthy.  While their is an interim Speaker no official business can be...

Thursday, October 5, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market & Quarterly Insights. AE Wealth Management: Weekly Market Insights AE Wealth Management Quarterly Market Report for Q3-2023

Thursday, October 5, 2023

Hope everyone had a wonderful week.  While Congress managed to avoid a government shutdown the house was plunged into chaos with the ouster of Speaker McCarthy.  While their is an interim Speaker no official business can be...

Friday, September 29, 2023

Hope everyone had a wonderful week.  There is a flurry of activity going on at Capital Hill and Congress works to avoid a government shutdown.  Congress would need to pass a spending bill or continuing resolution by the 30th...

Thursday, September 28, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Monday, September 25, 2023

With the potential for a Government Shutdown we wanted to make sure to provide you some additional information and FAQ's on the potential impacts and disruptions.  Please feel to reach out if you have any questions. It is going to...

Thursday, September 21, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Wednesday, September 20, 2023

Hope everyone had a wonderful week.  There is a flurry of activity going on at Capital Hill and Congress works to avoid a government shutdown.  Congress would need to pass a spending bill or continuing resolution by the 30th...

Friday, September 15, 2023

Hope everyone had a wonderful week and fall weather has started to enter into the Midwest.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or...

Friday, September 15, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, September 7, 2023

Hope everyone is having a wonderful week.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Thursday, August 31, 2023

Hope everyone is having a wonderful week and making it through the extreme heat.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Tuesday, August 29, 2023

Hope everyone had a wonderful week and hard to believe summer is coming to a close with the upcoming Labor Day Weekend.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes...

Sunday, August 27, 2023

Hope everyone had a wonderful week and are staying cool with the summer heat.  Fed Chairman Powell made comments at Jackson Hole this week and reiterated his commitment to continue raising rates to battle persistent inflation...

Thursday, August 24, 2023

Hope everyone is having a wonderful week and making it through the extreme heat.  We wanted to share with you our Weekly Market Insights. AE Wealth Management: Weekly Market Insights

Friday, June 23, 2023

Hope everyone had a wonderful week and are staying cool with the summer heat.  Fed Chairman Powell testified on the Capital Hill this week and reiterated his commitment to continue raising rates to battle persistent inflation...

Wednesday, June 14, 2023

Hope everyone had a wonderful week and enjoying the start of summer.  We will also be watching the actions for the Fed next week to see if they take a Pause or continue to increase rates.  We wanted to share our weekly...

Tuesday, June 13, 2023

Money with Murphy: Size and Sector Winners and LosersA couple of weeks ago we talked about how size had become an important determinant of winners in the market, with mega caps leading the charge. Yet, this month, small caps have taken...

Tuesday, June 6, 2023

Markets in a Minute Fundamentals: How to Survive and Thrive During Financial BubblesS

Tuesday, June 6, 2023

Hope everyone had a wonderful week.  For many parts of the country it feels like we are in the Dog Days of summer with the temperatures warmer than normal for this time of year.  With the Debt Limit drama moving to the rear...

Wednesday, May 31, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  As a Debt Limit Deal remains elusive the markets are starting to focus more on...

Tuesday, May 30, 2023

Money with Murphy: Time to Double Down on Large-Cap Winners?Over the last three months, the ten largest stocks in the index have gained over 9% (percent) while the ten smallest have declined by 10% (percent) – an enormous...

Tuesday, May 23, 2023

Fundamentals of Investing: More Access Doesn’t Always Equal More ReturnsMarkets in a Minute

Monday, May 22, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concerns impacting the market is the the Debt Limit that will be reached...

Tuesday, May 16, 2023

Money with Murphy: Global Interest Rates & Central Bank PolicyWith the Fed rate hiking cycle potentially over, what’s happening elsewhere in the world? Kara takes a look at developed and frontier markets in this week’s...

Monday, May 15, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concerns impacting the market is the the Debt Limit that will be reached...

Tuesday, May 9, 2023

Markets in a Minute: Debt Ceiling Debacle Could this be the first time in history that the U.S. defaults on its payments and challenges Hamilton’s legacy? How does the economic landscape shift if we do default? Let’s find...

Tuesday, May 9, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concerns impacting the market is the the Debt Limit that will be reached...

Wednesday, May 3, 2023

Money with Murphy: Corporate Earnings – Bright Spots and Continued CautionAs of May 1, about half of companies in the S&P 500 have reported earnings for the first calendar quarter of the year and we’ve seen some interesting...

Tuesday, May 2, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concerns impacting the market is the the Debt Limit that will be reached...

Friday, April 28, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concern impacting the market is the stalled progress on the Debt Ceiling...

Wednesday, April 26, 2023

Markets in a Minute: Goldilocks and the Just Right Portfolio In this third installment of the “Fables” series, we look to Goldilocks for guidance on how to build the “just right” portfolio for clients. Read more...

Friday, April 21, 2023

Hope everyone had a wonderful week and feels like  winter is quite ready to leave us.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concern impacting...

Wednesday, April 19, 2023

Markets in a Minute: The Three Little PigsThe stories we learned as children are still helpful in navigating the wild world of stocks and bonds. Last week we explored how “The Tortoise and the Hare” demonstrates the value...

Friday, April 14, 2023

Hope everyone had a wonderful week and enjoying what feels like summer temperatures.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns,...

Thursday, April 13, 2023

Markets in a Minute: What the Tortoise and the Hare Can Teach Us About InvestingAlthough the allure of making money overnight is incredibly hard to resist, in the long run, slow and steady wins the race.  Read more about how time...

Tuesday, April 4, 2023

Oil prices plummeted in the early days of Covid, then soared and more recently stabilized. Yet, over the weekend, there was another twist in the oil story.  Kara shares how recent production cuts differ from past ones and...

Friday, March 31, 2023

Hope everyone had a wonderful week and enjoying the start of what feels like spring like temperatures.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have...

Wednesday, March 29, 2023

Markets in a Minute: Battle Royale: Is Commercial Real Estate the Next Shoe to Fall?After many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has become the latest...

Tuesday, March 21, 2023

Money with Murphy: Banking Crisis Deja VuKara draws on her experience as a bank analyst during the global financial crisis and reviews lessons learned 15 years ago and what makes this time different in this week’s Money with...

Tuesday, March 21, 2023

With the sale of Credit Suisse to its rival UBS last week uncertainty continued to reined supreme.  As a result Central Bankers are working together to try and calm the markets and with so much information we wanted to share our...

Monday, March 13, 2023

Markets in a Minute: Is the Banking System at Risk?March 13, 2023Kara Murphy, CFAOn March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank in order to protect depositors, marking a remarkably...

Monday, March 13, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Monday, March 13, 2023

With the failure of Silicon Valley Bank and Signature Bank last week uncertainty has reined supreme.  As a result it has caused a lot of volatility to enter the market and with so much information we wanted to share our weekly...

Tuesday, March 7, 2023

Money with Murphy: China’s ReopeningChina is finally reopening after years of rolling lockdowns.  What impact will this have on the global economy?  Watch this week’s Money with Murphy to get Kara’s take....

Monday, March 6, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please use the link below to schedule a time for a...

Wednesday, March 1, 2023

Markets in a Minute: Battle Royale: The Federal Reserve vs. InflationInflation is looking stubbornly persistent, and the economy is stronger than expected. How much longer can the Fed stick with its current plan of attack? Kara breaks...

Monday, February 27, 2023

Hope everyone had a wonderful week and stayed safe with the weather.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please use the...

Tuesday, February 21, 2023

Hope everyone had a wonderful week and stayed safe with the back and forth weather.  Behind the scenes Speaker McCarthy and President Biden continue to negotiate the Debt Ceiling. We wanted to share our weekly roundup of articles...

Thursday, February 16, 2023

Money with Murphy: Hard Landing, Soft Landing, or No Landing? Our original outlook for this year was titled “landing in turbulence.” More recently, though, some have suggested that we are headed for no landing –...

Monday, February 13, 2023

Hope everyone had a wonderful week and enjoyed the Super Bowl.  Behind the scenes Speaker McCarthy and President Biden continue to negotiate the Debt Ceiling. We wanted to share our weekly roundup of articles that can benefit or...

Tuesday, February 7, 2023

Markets in a Minute: Earnings SeasonWith the Federal Reserve slowing its interest rate increases and inflation slowing to a tolerable level, the question remains: what can companies earn in this softer economic environment? Now that we...

Monday, February 6, 2023

Hope everyone had a wonderful week. As Congress continues to debate the Debt Ceiling we wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please...

Thursday, February 2, 2023

Hope everyone had a wonderful week. As Congress continues to debate the Debt Ceiling we wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please...

Tuesday, January 31, 2023

Markets in a Minute: Debt CeilingHere we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling. Read more to learn about how the debt ceiling works,...

Friday, January 27, 2023

Hope everyone is staying safe, warm, and has had a wonderful week. As Congress continues to debate the Debt Ceiling we wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have...

Wednesday, January 25, 2023

The Fed appears to be winning the battle against inflation, but with the potential side effect of lower economic demand. Slower economic activity may cause companies to struggle to maintain earnings, but lower valuations may benefit...

Friday, January 20, 2023

Hope everyone is staying safe, warm, and has had a wonderful start of the year. As Congress begins to debate the Debt Ceiling we wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If...

Wednesday, January 18, 2023

Markets in a Minute: Market Review and OutlookNear-record inflation and both stock and bond market declines in 2022. An inverted yield curve and declining manufacturing activity in early 2023.  How did we get here, where do we go...

Wednesday, January 11, 2023

With the passing of Secure 2.0 we wanted to attach a couple of pieces of what is included and how it can improve your planning outcomes.  If you have any questions or know someone these articles can benefit please feel free to...

Tuesday, January 10, 2023

In 2022, the S&P 500’s bear market reached eleven months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession predictions filled news headlines. With stocks and bonds down roughly 20% and 15%,...

Friday, December 23, 2022

Hope everyone is staying safe, warm, and made it safely to your Holiday Destinations. There has been a flurry of activity this week as Congress get ready to adjourn and we wanted to share our weekly roundup of articles that can benefit...

Wednesday, December 21, 2022

Money with Murphy: 2022 In ReviewWhile there are still a few days left in the year, 2022 is likely to go down in the history books as one of the toughest years for investors. Watch Kara put 2022 in its historical context in this...

Wednesday, December 14, 2022

Markets in a Minute: The Santa Claus RallyWe all know that Santa Claus is real, but what about the Santa Claus Rally? Read more about this mysterious phenomenon and our odds of seeing one this year in this week’s Markets in...

Wednesday, December 7, 2022

Money with Murphy: Holiday SpendingAfter three years of COVID concerns and supply chain disruptions, Americans are finally eager to spend this holiday season. What does this say about the health of the US consumer – and the...

Friday, December 2, 2022

Hope everyone had a nice week and a wonderful Thanksgiving Holiday.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the...

Tuesday, November 29, 2022

Markets in a Minute: Crypto vs. Back to Basics?The recent failure of crypto-related business such as FTX has highlighted a void in regulatory oversight in the digital currency world. Read more about why a back to basics approach...

Tuesday, November 22, 2022

With Student Loan Forgiveness working its way through the Court System the Biden Administration has extended the pause on Student Loan Repayment to the end of June.  We have provided a link below with additional details.  If...

Friday, November 18, 2022

Hope everyone had a nice week and now that we have clarity on the Midterms the focus returns to the market. What history tells us is that the markets like divided government.  Questions remain as to what legislation will...

Tuesday, November 15, 2022

Markets in a Minute: Inflation, Goldilocks, and the FedWith lower-than-expected inflation in the month of October, we may all be wondering if there are brighter economic days ahead. Read more about the impact of inflation and Fed rate...

Friday, November 11, 2022

Hope everyone had a nice week and we are waiting on some additional clarity on what impact the Midterms will have on the market.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning...

Friday, November 4, 2022

Hope everyone had a great Halloween.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link below to schedule a time for...

Friday, October 28, 2022

Hope everyone has had a great week and looking forward weekend.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Friday, October 21, 2022

Hope everyone has had a great week and looking forward weekend.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Friday, October 14, 2022

Hope everyone has had a great week and looking forward weekend.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Friday, October 7, 2022

Hope everyone has had a great week and looking forward weekend.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Thursday, October 6, 2022

With the volatility in the market and the wild swings we have experienced over the past couple of weeks we wanted to share our most recent market outlook.  If you have concerns how the market volatility can effect your...

Friday, September 30, 2022

Hope everyone has had a great week and looking forward weekend.  With the terrible destruction caused and still being caused by Hurricane Ian are thoughts and prayers are with those that have been and will be affected. ...

Wednesday, September 28, 2022

Money with Murphy: Bond Market VolatilityWith some of the highest levels of volatility in many decades, bonds are having an existential crisis. Can bonds still play a valuable role in a portfolio? Find out more with this week's Money...

Friday, September 23, 2022

Hope everyone has had a great week and looking forward weekend.  It feels like fall over the last couple of days here in Iowa.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning...

Friday, September 16, 2022

Hope everyone has had a great week and looking forward weekend.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Friday, September 2, 2022

Hope everyone has had a great week and looking forward to the extra day off with the Labor Day Weekend.  It's hard to believe that we have the start of High School Sports and College Football.  We wanted to share our a weekly...

Tuesday, August 23, 2022

Interesting Article on the true cost of Free Trading Platforms:Hidden Cost of Free Trading? $34 Billion a Year, Study Says

Friday, August 19, 2022

Hope everyone has had a great week and and enjoying the transition heat to cooler days and tranquil evenings.  It's hard to believe that we are at the start of a new school year and some have started already.  We wanted to...

Friday, August 5, 2022

Hope everyone has had a great week and and is surviving the heat.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link...

Friday, July 29, 2022

Hope everyone has had a great week and and enjoyed the weather before the heat returns.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or...

Friday, July 22, 2022

Hope everyone has had a great week and and staying cool with the surge in heat.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please...

Wednesday, July 13, 2022

With the current economic reports and conditions we wanted to make sure that we shared the most recent articles and the potential economic impacts.Inflation rose 9.1% in June, even more than expected, as price pressures intensifyWhat...

Friday, June 24, 2022

We have some great articles that we want to share with you that can help or impact your planning outcomes:Savers cite positive impact of professional helpProposed EARN Act amendment addresses LTC insuranceFive IRA Rules...

Tuesday, June 7, 2022

It is hard to believe we are on the tail end of graduations and celebrations.  To those graduates and parents congratulations and as you ponder your next journey we wanted to provide some timely advice for the recent...

Thursday, May 26, 2022

As we approach the Memorial Day Weekend we wanted to thank all those that have served, made the ultimate sacrifice, and the family/friends that support those that serve.  We wanted to give you some articles to review over...

Sunday, May 22, 2022

Wednesday, May 11, 2022

Friday, May 6, 2022

Wednesday, April 27, 2022

Thursday, April 14, 2022

Wednesday, April 13, 2022

Wednesday, April 6, 2022

Tuesday, April 5, 2022

Sunday, March 27, 2022

Thursday, March 17, 2022

Thursday, March 3, 2022

Thursday, February 24, 2022

Friday, February 18, 2022

Monday, February 14, 2022

Friday, February 11, 2022

Thursday, February 3, 2022

Tuesday, February 1, 2022

Monday, January 24, 2022

Friday, January 7, 2022

Friday, December 17, 2021

Tuesday, December 14, 2021

Monday, December 13, 2021

Thursday, December 9, 2021

Tuesday, November 16, 2021

While the 2nd Phase of Infrastructure (Build Back Better) is being debated in Congress and by no means finalized we wanted to share the latest analysis on what is and what is not being considered. If you have concerns as to how this...

Tuesday, November 16, 2021

When considering a divorce make sure to keep the following in mind. https://www.cnbc.com/2021/11/15/dont-get-divorced-from-financial-reality-when-ending-your-marriage.html

Friday, November 12, 2021

Happy Thursday and hard to believe we are two weeks away from Thanksgiving. We wanted to share with you the latest Policy Forecast as Congress turns their focus to the 2nd phase of Infrastructure the Administrations Build Back Better...

Thursday, November 11, 2021

Markets in a Minute: Bonds With interest rates at historic lows, inflation fears rising and credit spreads tight, it’s shaping up to be a potentially challenging time for fixed-income investors, leading some to wonder whether it...

Thursday, October 28, 2021

Today, before leaving for Europe President Biden shared the framework for the Build Back Better Legislation being worked on in Congress. While things may still change before a final vote takes place we wanted to keep you up to date...

Tuesday, October 26, 2021

As we make the transition form summer to fall we hope this latest quarterly update finds you well. If you have any questions or concerns please feel free to reach out our schedule some time through our scheduling link. Economic &...

Tuesday, October 26, 2021

Markets in a Minute: Supply Chain Many of us usually give little thought to how things like sneakers and refrigerators end up in stores. Not so lately. Problems with the global supply chain are blamed for having depleted inventories...

Friday, October 15, 2021

As the Bipartisan Infrastructure Bill and Build Back Better Agenda makes its way through Congress we wanted to provide the latest policy forecast: How likely are the following proposals become law in 2021? Finseca-Policy-Forecast

Wednesday, October 13, 2021

Is it wise to invest in Bitcoin and other cryptocurrencies? The question has been hotly debated across kitchen tables, institutional boardrooms, and even among financial advisors and their clients. As might be expected, there are...

Wednesday, October 6, 2021

With Money with Murphy: China’s Evergrande Group over $300 billion in debt, the Evergrande Group is the second largest real estate developer in China. After missing a bond payment and the fear of continued distress, how will this...

Wednesday, September 29, 2021

Markets in a Minute: Debt Ceiling As many of us know, regularly spending more than you earn is an easy way to jeopardize your financial health by amassing too much debt. So, it can be hard to watch the national debt grow at a rate that...