Do You Have FOMO When it Comes to Investing?
Submitted by MidWestOne Investment Services on July 28th, 2021
Fear-of-missing-out is a very real emotion – but it can derail your portfolio
About Us
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Story
& History
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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& Philosophy
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.
Financial Planning
Services
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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The Power of Affiliation
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.
LPL Financial supports the knowledge and experience of their advisors with a vast catalog of services and resources, such as:
- Objective market research
- Compliance oversight
- Innovative technology
- Ongoing advisor practice consulting and training
With this alliance, we have chosen to strengthen and elevate the services that our firm provides to help guide you toward your financial goals.
Meet Our Team
Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
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Workers Want to Stay Put in Home Office
Submitted by MidWestOne Investment Services on July 28th, 2021.png)
In a survey by job listings site Flexjobs, an astonishing 65 percent of pandemic remote workers said they wanted to keep working from home and 58 percent even said they would look for a new job if they would have to return to the office. Only 2 percent said they would prefer to return, while 11 percent said that remote work was not essential for them.
Changes to Student Loans and Payments in 2021
Submitted by MidWestOne Investment Services on July 28th, 2021
The student loan landscape has changed dramatically since the beginning of the COVID-19 pandemic. From the suspension of interest payments on federal student loans to tax incentives for employers who pay their employees' student loans, there are a number of new programs available to help make student loan repayment cheaper and simpler.
