We are in interesting times right now. We are 10 years removed from the largest bankruptcy in US history the $600,000,000,000 Lehman Brothers collapse. We are on the...

A milestone for the long-running bull market A milestone for the long-running bull marketThe month of August marked an interesting milestone for the long-running bull market. On August 22, 2018,...

Recession or Expansion – The Mighty Yield Curve Authored by: Philip Lockwood   I want to start out by saying that a majority of folks have a financial plan in...

I hope you all are having a fantastic summer. My family and I have had a fantastic time enjoying the weather in Iowa over the past week. There has been...

Protectionism: Breaking Down the Trump Tariffs Written By: Philip Lockwood   It is hard to turn on a television or radio today without hearing about the current tariff standoff with...

In this month’s recap: earnings and fundamentals encourage Wall Street, while tariff talk continues, inflation pressure mounts, and home sales decline. Monthly Economic Update Presented by Philip Lockwood, August 2018...

Happy halfway mark! It is crazy to think about but we are halfway through 2018. It has been an interesting year to say the least. As you are aware the...

  A July Letter to Clients: Tax Issues to Avoid in Retirement   “Our new Constitution is now established, and has an appearance that promises permanency; but in this world,...

The goal of this newsletter is to provide each of you with a little more knowledge than you had the day before. It will focus on the Economy, Industry Education,...

MONTHLY ECONOMIC UPDATE MONTHLY QUOTE“Never put off ‘til tomorrow what you can do today.”      – Lord Chesterfield     MONTHLY TIP The best time to save for retirement may be right...