Dan McPhail knows that there’s a potential financial storm brewing on the economic horizon. But he believes it’s still a long way off. Besides, his firm has a reliable fixed-income investment strategy to keep its …
When Adam Obrecht learned on March 30 that his employer’s Premier Wealth Division would be sold and relocated to Los Angeles, the 34-year-old financial planner wasted no time in opening his own shop.
In lieu …
Preserving hard-earned assets has been on many people’s minds in recent months, and Aviva Investors North America Inc. is betting that its first mutual fund offering will appeal to investors seeking to minimize their exposure …
As cooperatively owned, not-for-profit financial institutions, credit unions exist for the sole purpose of providing affordable financial services to their member-owners. In Iowa, our 137 credit unions have seen a growing demand for credit from …
To the certainties of life in a recovering economy, add rising interest rates. To the uncertainties in a banker’s life, add what to do to prepare for those rising rates.
That thought has been on …
The 2,200-page Dodd-Frank Wall Street Reform and Consumer Protection Act could grow into 5,000 pages of woe for Iowa’s community banks by the time regulators add language that will determine how the law will be …
Dear Mr. Berko:
What do you think of municipal bonds from the states of California and New York? Some of them are yielding more than 5.5 percent, and because taxes are certain to rise, do …
LWBJ Financial LLC has sold its Premier Wealth Division and expanded its Capital Advisors Division, the West Des Moines-based financial services firm announced this morning.
With the sale of the wealth division, LWBJ will no …
Get Our Email Newsletter
