Tag: wealth management
Falling into Year-End Financial Planning
Fall signals change: cooler weather, return to school, and football games are just a few of the trademarks of Fall in Iowa. These changes...
World Trend Financial, TLD acquired by Illinois wealth group
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser, has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar...
Wealth Enhancement Group acquires Hawkins Wealth Management
Greater Minneapolis-based Wealth Enhancement Group is acquiring Hawkins Wealth Management in North Liberty.
Led by founder Tim Hawkins, Hawkins Wealth Management has $574 million assets under management....
Berthel Fisher remains independent for now
Berthel Fisher’s Cedar Rapids headquarters. CREDIT BERTHEL FISHER
By Dave DeWitte
dave@corridorbusiness.com
Competitors in the broker-dealer industry are becoming larger and more sophisticated in a wave of...
Best Business Consulting and Wealth Management: Honkamp Krueger & Co.
MULTIPLE TIMES ON LIST
Honkamp Krueger & Co. and its subsidiary, HK Financial Services, repeat this year in the fields of wealth management and business...
Investment portfolios built to weather the storm
Corridor advisors offer thoughts on navigating the market’s choppy waters
By Dave DeWitte
dave@corridorbusiness.com
There’s a feeling in the wind that the nation’s long economic recovery cycle...
The millennial twist on money management
As the hulking millennial generation comes of age, they’re poised to take over older generations as an investing force. The Corridor's next generation of...
Big yields come with risks attached
Higher-yield bonds and investments may look good in the current low-rate environment, but investors should proceed with caution.
By Emery Styron
news@corridorbusiness.com
Ed. note: This article appeared...
Corridor vet applies service skills to fledgling career
Financial planner Anthony Reynolds surveys the view from the balcony of TrueNorth's headquarters in downtown Cedar Rapids. Mr. Reynolds still serves as a first...