Independent Financial Advisory Firm, Iowa

2019 Second Quarter Review…. Financial Market Roller Coasters

Written by Jonathan H. Glaser, CFP® on .

Quarterly results for financial markets often resemble my favorite roller coaster at Arnold’s Park Amusement Park on the shore of West Lake Okoboji. It’s a local landmark having weathered the decades and being a mandatory experience for generations of families. Every nook and cranny of its circuit having been endlessly discussed and debated. I would hazard to guess that by now over a million passenger circuits have been made over the old wood structure. A million shrieks of fear, a million laughs for joy and a million memories made.

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Falling Knives and Speeding Trains

Written by Jonathan H. Glaser, CFP® on .

I was lucky to start my career at a small firm in Cedar Rapids, Iowa, Securities Corporation of Iowa (SCI). Lucky, in that SCI put an emphasis on teaching its brokers how to be portfolio managers and the CEO, John Knapp, took a particular interest in instructing the youngest members of the firm.

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A Year in Investor Behavior...World Cup Edition

Written by Libby Glaser on .

The FIFA Women’s World Cup recently started in June, and like many former players and crazed soccer fans, my eyes have been glued to the television for every game. Their recent win against the Thai team, a whopping 13 - 0 victory, was an unusual type of game. Typically each game looks about the same, and can be at times predictable.

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Big Life Moments Call for Big Life Conversations

Written by Libby Glaser on .

What is it about big life moments that really get you thinking about the future? A common question we get from potential clients is “When is the right time to start talking to a financial planner?” Typically these questions arise right around the time of a big life change.

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