Monthly Archives: December 2014

Ross Polking Thumbnail Photo

As another calendar year comes to a close, we have opportunity to reflect on what has been an interesting, trying, exciting and tumultuous twelve months.  The list is long and the emotions are high.  Elections, Ebola, World Cup, ISIS, Ukraine, Economy, Immigration, and on it goes…as it does every year. On a more personal level, most investors have probably experienced changes in their family, career, health, goals, and/or finances.  All things...

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Marcus Iwig

Drama

Most of the world has morning routines.  Being a CPA, I suppose I may be a little more captive to mine.  So, when I got to work this morning, I did what I always do; started my computer, brought up my e-mail, grabbed a cup of coffee and pulled up Yahoo Finance. Not unlike most mornings, the top headline was negative, only this morning it was a bit alarming, “Total Global...

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Kent Kramer

College Savings Iowa: 2014 Tax Year Contribution Deadline Many Foster Group clients use Iowa’s 529 Plan, College Savings Iowa (CSI), to save for their children’s and grandchildren’s future college education expenses. CSI remains an excellent option for Iowa residents to utilize as it provides both immediate tax deductions for certain contributions and virtually tax-free accumulation for future qualified higher education expenses. In addition, Vanguard as the investment provider, creates high-quality, low-cost...

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Ross Polking Thumbnail Photo

Read.  This.  Now.  Well written, Mr. Ritholtz.  Knowing how this applies to your advisory relationship can be critical to your investment success and pursuit of life goals.  Don’t assume you have a fiduciary representing you.  The majority of the investment industry does not fall under this standard.  Be careful, and stay diversified. https://www.washingtonpost.com/business/get-there/find-a-financial-adviser-who-will-put-your-interests-first/2014/10/23/21f3a898-596f-11e4-bd61-346aee66ba29_story.html   ...

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