Welcome to our Website — a resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools, such as: • Financial calculators; • A research library and newsletter articles on a wide range of financial topics; • Market information, quotes, charting and even portfolio tracking.
We are here to help. Please call to schedule an appointment. Announcements:
2012 Economic & Market Outlook Click for the 2012 Economic & Market or the link in the "About Us" box on the upper-right hand side of this page. We have a long tradition of helping clients with investment advice and making informed decisions. This report features an in-depth look at the economy and markets and the implications of what they have been doing, where they are now and what may be changing through the end of the year.
Monthly Mu$e Newsletter The current newsletter will now be available on our website. Click the Monthly Mu$e link in the "About Us" box on the upper-right hand side of this page.
Please Welcome Our New Staff Members J.D. Mitchell has joined our team as Office Manager. He is returning to Iowa from the Bay Area and brings an excellent background and skill set to the position. Please feel free to call on JD for service-related requests. Alex O. Helmuth has joined our team as a financial consultant. Alex is a University of Iowa Alumni with a Bachelor of Finance, Economics Minor. Alex is excited to be working in his hometown of Iowa City. Rylan DeValois will continue to fill in occasionally and work on special projects while he decides on his next adventure. I want to thank Rylan for a great job, for doing an excellent job training his replacement. |
