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Iowa City, IA
Iowa City, IA
136 S Dubuque St,
Iowa City, IA 52240
Phone: 309-797-4030
Fax: 309-797-4026
Hours:
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Posts from Our Iowa City Team
Why Do I Need a Financial Life Planner?
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a
Tax Burn: When to Not Share the Wealth with Family
By Caleb Arringdale,Tax Advisor While sharing the wealth during your lifetime can be a great thing for you and your children, sometimes it’s best not
Single-Stock ETFs: The Worst of Both Worlds?
Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to
Does [fill in the blank] Belong in My Portfolio?
KEY TAKEAWAYS A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity. A sensible
How to Prepare Your Home for Severe Storms and Weather
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare financially for an impending major storm, in this New York Times article. Read the Entire Article
Minneapolis: Nothing is Normal
by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I was hoping to find a
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