Independent Financial Advisory Firm, Iowa

COVID-19 Updates

Written by Jonathan H. Glaser, CFP® on .

Thursday morning, 03/19/2020.

Times are tough. Things aren’t going our way and it may seem like things will never get better. The folks at CNBC don’t sound positive. A rain storm is lashing at my office windows, dark clouds have delayed the morning light. We don’t know enough. Not enough about biology, not enough about economics. The TV folks will tell you that this time is different, that this healthcare crisis and economic crisis is different than all others that have come before. It sounds grim. We simply can’t know what happens next.

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A Message From Our Managing Partner in Response to COVID-19

Written by Jonathan H. Glaser, CFP® on .

Clients and friends,

In our January 2020 quarterly newsletter named “Dividends”, in my piece “My Annual ‘No Prediction for Next Year’ Letter”, I made a statement regarding what to expect from markets in 2020. I stated:

“Here is what we can expect in 2020: stuff is going to happen, weird stuff, stuff we didn’t see coming and so it’s best to be ready”.

Without a doubt, we couldn’t have predicted the impact of the COVID-19 virus. However, I can say with certainty, Iowa Wealth Management is prepared and ready to serve our clients through these unsure times. 

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How Will the 2020 Election Affect Your Portfolio?

Written by Libby Glaser on .

A common question has emerged in recent review meetings: "Should I be worried about my portfolio during an election year?" The answer is complicated, but the short answer is... probably not... but you should expect some volatility. 

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IRA Contribution Deadlines for 2019

Written by Libby Glaser on .

It may be the year 2020, but that doesn't mean you blew your shot at contributing to your IRA for 2019. If you plan to contribute to your IRA for year 2019, you actually have until tax filing deadline (April 15th) to do so. How does that work?

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