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Investing For Life - Fall 2019

Market Viewpoints

by Keith Bonjour, Portfolio Manager

Both the stock and bond markets have rallied nicely for the first three quarters of the year, following the large sell-off in stocks during the 4th quarter of 2018. However, the market has continued to be volatile with the Federal Reserve cutting interest rates twice this quarter of 0.25% each time in both July and September, and the continued anxiety surrounding the ongoing trade war between the U.S. and China... Read the full article 'Market Viewpoints'


In the Community: Our Non-Profit Spotlight

The Handicapped Development Center
by Mary Egger, Resource Development Associate

Many people in the Quad Cities have heard of the Handicapped Development Center (HDC) and think they have a pretty good idea what services are provided. I thought the same way until I came to work here very recently as the Resource Development Associate... Read the full article 'In the Community: Our Non-Profit Spotlight'.


 

Are You Protected?

by Patrick Olsen, Special Care Planner, Financial Services Professional

September is Life Insurance Awareness Month. This is a great reminder to review your current life insurance policy... Read the full article 'Are You Protected?'.
 





Tax and Accounting Services

Iowa vs. Federal - Differences in Charitable Deductions for 2018

2018 was the first year that the TJCA (Tax Cuts and Jobs Act) went into effect. This was by far the most sweeping change in federal tax law since the Tax Reform Act of 1986. One area where Iowa did not conform to Federal law was in the area of charitable contributions...Read the full article 'Tax and Accounting Services'.




 

Investment Products:
Are not insured by the FDIC or any other federal government agency | Are not deposits of or guaranteed by the bank or any bank affiliate | May lose money  



Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value