Before I worked for money I had chores. My parents believed assigning chores was an essential part of raising children, so we all had our assignments.

Is it important that a company reliably turn a profit? For most investors I suspect the answer is, most often, yes. Here at Iowa Wealth Management the answer is, always, yes. On Wall Street, though, where the need never falters to flog investors with new issues, the answer is too often no.

At Iowa Wealth Management, one of our objectives is that we absolutely do NOT want our clients to be confused each time they receive their monthly statement. It’s not just bad business, it means we’re not doing our job in keeping you informed and educated on your portfolio. One way we attempt to do this is by sharing examples and stories.

The “Summer Slump” of investing is long gone, and that means it’s our favorite season - portfolio review season.