Tax Planning – What We Do For You Behind the Scenes

On the surface tax planning may appear boring, but its value can be extremely easy to overlook. Unfortunately it does not show up as additional earnings in your account, so two accounts with the exact same earnings for the year may have dramatically different after-tax results. We believe that by personally preparing the tax returns […]

How To Protect Yourself From Scams

Amid an uncertain and vulnerable economic climate, we want to make sure you are informed and protected now more than ever. Top Scams For You To Be Aware Of IRS impersonators – In 2019, over 2.4 million Americans fell victim to fake IRS demands for money, costing a collective $72.8 million. Scammers use fear and […]

You Are Invited to Our Forecast 2020 Seminar

We invite you to attend our Forecast 2020 seminar on January 30. Ron and Dave will be presenting our analysis of market trends for this year and how our investment processes serve to help our clients reach their goals in retirement. This seminar will be on Thursday, January 30 at our new office location (535 […]

You Are Invited To Our Christmas Open House

Please join us for some light hors d’oeuvres, wine tasting, prizes, and good conversations with our team. Our Christmas Open House will be on Thursday, December 12 from 4:00 to 6:00 pm at the Council Bluffs Public Library located at 400 Willow Avenue. We also encourage you to invite a guest to come along with […]

Adding a Trusted Contact Person

I wanted to take the time to remind our clients that if they haven’t added a trusted contact person to their investment account(s), to give us a call.

Tips on Paperless Delivery

We would like to help you with all that paper you receive from Schwab and the alternative investments companies.