Tag: World Trend Financial
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...
Is new ‘Best Interest’ standard better for investment sales?
By Dave DeWitte
dave@corridorbusiness.com
Broker-dealers in the securities industry face a new layer of regulation from the Securities and Exchange Commission this month aimed at protecting...
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...
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...
Terry, Lockridge & Dunn plans move to Town Center
By Dave DeWitte
dave@corridorbusiness.com
CEDAR RAPIDS—Terry, Lockridge & Dunn and World Trend Financial plan to leave their 38-year home in the Dows Building this fall for...