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

Written by Jonathan H. Glaser, CFP® on 12 March 2020.

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.

How Will the 2020 Election Affect Your Portfolio?

Written by Libby Glaser on 25 February 2020.

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.

IRA Contribution Deadlines for 2019

Written by Libby Glaser on 03 January 2020.

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?

Decades... We've Known a Few

Written by Jonathan H. Glaser, CFP® on 01 January 2020.

It’s late, the house is dark and I have some time to think.

My Annual, “No Prediction for Next Year”, Letter