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Posts from Our Iowa City Team

Tax-Loss Harvesting Explained

You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see

What to Do If You Receive a Financial Windfall

H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article.  Jude Boudreaux, CFP®, is a Partner/Sr.

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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