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Investing For Life - Winter 2020

Market Viewpoints

by Keith Bonjour, Portfolio Manager

Investors were rewarded in 2019 due to both stock and bond markets providing better than expected returns for the year. While there were many worries for investors throughout the year including a slowdown in growth, trade war with China, Brexit, and a Federal Reserve policy mistake, both the stock and bond markets remained resilient... Read the full article 'Market Viewpoints'


In the Community: Our Non-Profit Spotlight

Vera French Community Mental Health Center
by Allison Courville, External Communications & Annual Fund Coordinator

In 2019, Vera French Community Mental Health Center celebrated its 70th year of providing mental health services to the Quad Cities and surrounding areas. What began as the Scott County Mental Health Center in 1949 in response to the National Mental Health Centers Act signed by President Truman, has become a leader in community-based mental health care... Read the full article 'In the Community: Our Non-Profit Spotlight'.

 

2020 Retirement Plan Contribution Limits

by Rebecca Bitting, Vice President & Trust Officer

The Internal Revenue Service announced retirement plan contribution limits for 2020. For the most part the 2020 contribution limits are unchanged from the 2019 limits. ... Read the full article '2020 Retirement Plan Contribution Limits';.
 



Tax and Accounting Services

ON SALE: Traditional to ROTH IRA Conversions

Since the passage of the Tax Cuts and Jobs Act in 2017, tax rates were lowered slightly and the graduated income levels were significantly modified. This has created an opportunity to consider moving tax deferred savings into ROTH accounts at historically low rates...Read the full article 'Tax and Accounting Services'.
 

What Does the Secure Act Mean for your IRA?

by Cody Allen, Senior Vice President

One of the broadest pieces of retirement legislation in over a decade was passed last month. Here are the three most significant ways the Secure Act influences your IRA... Read the full article 'What Does The Secure Act Mean for Your IRA?';.
 


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