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Iowa City, IA
Iowa City, IA
136 S Dubuque St,
Iowa City, IA 52240
Phone: 309-797-4030
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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.
Thinking About Retiring in Another Country?
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can
A Reasonable Approach to Saving for College
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors. DFA provides an analysis of
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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