Video: Market Timing
Submitted by MidWestOne Investment Services on July 1st, 2020
No investment strategy can guarantee a profit or protect against loss. Past performance is not a guarantee of future results.
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We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
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As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
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A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
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Financial Planning in its simplest form is a process by which our team will ascertain what your goal is and then develop a plan to work toward achieving that goal. The actual steps involve gathering data, performing an analysis, develop and presenting a plan, implement the plan for you, and then monitor the plan. Here are some of the many examples in which our team has helped our clients.
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LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to address their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
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With this alliance, we have chosen to strengthen and elevate the services that our firm provides to help guide you toward your financial goals.
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What It's Like To Send a Child to College
Submitted by MidWestOne Investment Services on June 26th, 2020
Sending a child to college for the first time can be a stressful transition for any parent.
Retirement Planning for Teachers and Public School Workers
Submitted by MidWestOne Investment Services on June 26th, 2020
The ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they leave their jobs. Many public school workers, in different positions, devote their lives to furthering the education of young people.
