Financial Insights

Our Blog Posts

IPERS or TIAA: A Guide for New University of Iowa Employees

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Changes to Retirement Planning: Is your financial plan current after SECURE 2.0?

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5 Common Investment Questions For $500k+ Households

OCTOBER 18, 2021
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5 Most Common Investment Questions for $200-$500k Households

AUGUST 23, 2021
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5 Most Common Investment Questions for Under $200k Households

JULY 28, 2021
STOCKS FOR THE LONG RUN

More For Less: 2020’s Recession Showed The Structures and Innovation of Today’s Top Companies Versus Market Leaders of 25 Years Ago

JUNE 23, 2021
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As an Iowan, how do I save for my kid’s college in the smartest way possible? 

MAY 7, 2021
A LOOK AT THE NUMBERS

Do I Have Too Much Emergency Savings in 2021?

APRIL 12, 2021
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Uber the Next Amazon?

FEBRUARY 22, 2021
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Is Tesla the World’s Next Toyota?

JANUARY 13, 2021
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S&P in Years of Returns Greater Than 10%: What Can it Tell Us?

DECEMBER 31, 2020
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5 Financial Moves for Your 30s

OCTOBER 15, 2020
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September: College Savings Month and the Benefits of Rethinking Right Now

SEPTEMBER 1, 2020
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JULY 7, 2020
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Working with MFG as an intern: learning outside of the reach of university

JUNE 5, 2020
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Thoughts On the Market Rally

JUNE 1, 2020
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Is 2020 Your Year to Improve Financially?

FEBRUARY 3, 2020
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Three Primary Determinants of Asset Allocation – Financial Resources

DECEMBER 31, 2019
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Investment Lessons From the Dust Bowl

NOVEMBER 21, 2019
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Three Primary Determinants For Optimal Asset Allocation

OCTOBER 30, 2019
Millennials Jam Workshop: Youth And ICTs Beyond 2015

Millennials – Your Financial New Year’s Resolution

FEBRUARY 1, 2019
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College Planning Essentials: J.P. Morgan

DECEMBER 5, 2018
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Americans Aren’t Financially Responsible – Let’s Look

MAY 30, 2018
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Choosing the Best Retirement Plan for Your Business

MARCH 16, 2018
SP500 returns compared to rising interest rates

How Rising Interest Rates Affect You

MARCH 9, 2018
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What to Consider When Offered a Lump Sum Pension Payout

FEBRUARY 15, 2018
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How To Save For College: Pt 2

JANUARY 4, 2018
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How to Prepare for the Unthinkable

NOVEMBER 30, 2017
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How Much Will College Cost? Pt. 1

OCTOBER 25, 2017
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Challenges Women Face Preparing for Retirement

JULY 26, 2017
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4 Money-Related Lessons

APRIL 24, 2017
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The Apple of Buffett’s Eye

MARCH 23, 2017
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5 Ways to “Adult” Financially

JANUARY 5, 2017
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Maddon, Chapman and a Lesson For Investors From the Cubs

DECEMBER 19, 2016
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Looking for a financial advisor? This is your playbook.

NOVEMBER 21, 2016
Photo Courtesy of The University of Iowa

How New Technologies Are Helping Companies Reduce Footprint

SEPTEMBER 2, 2016
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Does your current advisor use these investments?

JULY 27, 2016
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My Experience On The Pokemon Bandwagon

JULY 18, 2016
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Brexit and What It Means to Your Portfolio

JUNE 27, 2016
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Monsanto Receives Bid From German Bayer

MAY 20, 2016
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Business Owners: Valuation In It’s Basic Form

MAY 12, 2016
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Home Buying, Part Two: Government Incentives Aplenty

MAY 5, 2016
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Lower Taxes, Improve Retirement Outlook

APRIL 25, 2016
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4 Questions For Home Buyers: Part 1

MARCH 15, 2016
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Should You Use A Roth 401(k)?

MARCH 3, 2016
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How Much Do I Need to Retire?

FEBRUARY 15, 2016
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6 Reasons to Use a 529 Savings Account

FEBRUARY 5, 2016
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Financial Products Are Sold, Not Bought

JANUARY 29, 2016
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The Dollar Is Strong, What Does That Mean?

JANUARY 21, 2016
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Recallability Bias And Reasons Not To Panic

JANUARY 15, 2016
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This Week’s Market in Perspective

JANUARY 7, 2016
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A Holiday Gift for You – Year-End Planning

NOVEMBER 23, 2015
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Press Release: New MFG After Merger Completed

NOVEMBER 17, 2015
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Herd Mentality: Proven Through A Game of Kick Ball

DECEMBER 4, 2015
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Monsanto Really, Really, Really Wants Syngenta

JUNE 24, 2015
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Update on Monsanto’s Bid for Syngenta

JUNE 24, 2015
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Social Media Raises the Bar in Investment Management

JUNE 5, 2015
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Putting Investors First

MAY 12, 2015
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How much should you contribute to your 401k or 403b?

MAY 11, 2015
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The Top Risk to Your Portfolio

APRIL 20, 2015
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An Alternative to the 15-year Mortgage

APRIL 17, 2015
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Why We Don’t Take Commissions

APRIL 16, 2015
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Interest Rates Matter in 176 Words

APRIL 6, 2015
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The Wait is Over, I’m a Chartered Financial Analyst®

MARCH 24, 2015
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Is Janet Yellen the Most Powerful Person in the World Right Now?

MARCH 19, 2015
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My dollar is worth more? Why is that bad?

MARCH 13, 2015
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Can’t you see, what that woman’s been doing to me?

FEBRUARY 27, 2015
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Four Reasons to Invest in Your Roth IRA

FEBRUARY 18, 2015
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Making The Case For Higher Rates

FEBRUARY 13, 2015
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Weekend ICYMI (In Case You Missed It)

FEBRUARY 8, 2015
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Back-of-Napkin Valuation of Amazon Share Price

FEBRUARY 6, 2015
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Best 2015 New Year’s Resolution: Net Worth Statement

DECEMBER 22, 2014
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Friday Mailbag: Trading for Home Gamers

OCTOBER 31, 2014