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...

  WEEKLY ECONOMIC UPDATE     WEEKLY QUOTE   “Truth burns up error.”       – Sojourner Truth          WEEKLY TIP   As your career in the medical, legal, or tech sector...

Tax Efficiency in Retirement How much attention do you pay to this factor? Provided by Philip Lockwood     Will you pay higher taxes in retirement? Do you have a lot...

How Retirement Spending Changes With Time Once away from work, your cost of living may rise before it falls. Provided by Philip Lockwood   New retirees sometimes worry that they...